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Disclosery

Mount Lucas Management LP: SHYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mount Lucas Management LP on SHYG, newest first. How the timeline and the estimate are built.

Mount Lucas Management LP held 52,003 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,003 shares
    Change vs previous 13F +647 shares

    0.79% of the 13F portfolio, value $2,205,447.

    13F-HR 0001140361-26-031910 filed by Mount Lucas Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 51,356 shares
    Change vs previous 13F +4,994 shares

    0.8% of the 13F portfolio, value $2,172,872.

    13F-HR 0001140361-26-019022 filed by Mount Lucas Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 46,362 shares
    Change vs previous 13F +2,148 shares

    0.88% of the 13F portfolio, value $1,987,539.

    13F-HR 0001140361-26-003806 filed by Mount Lucas Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 44,214 shares
    Change vs previous 13F +1,983 shares

    0.86% of the 13F portfolio, value $1,914,466.

    13F-HR 0001140361-25-041412 filed by Mount Lucas Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,231 shares
    Change vs previous 13F -35 shares

    0.87% of the 13F portfolio, value $1,821,845.

    13F-HR 0001140361-25-030098 filed by Mount Lucas Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 42,266 shares
    Change vs previous 13F -719 shares

    0.85% of the 13F portfolio, value $1,797,150.

    13F-HR 0001140361-25-017463 filed by Mount Lucas Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 42,985 shares
    Change vs previous 13F +1,473 shares

    0.64% of the 13F portfolio, value $1,831,591.

    13F-HR 0001140361-25-003529 filed by Mount Lucas Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 41,512 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,802,451.

    13F-HR 0001140361-24-045415 filed by Mount Lucas Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).