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Owen LaRue, LLC: SHYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Owen LaRue, LLC on SHYG, newest first. How the timeline and the estimate are built.

Owen LaRue, LLC held 56,799 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,799 shares
    Change vs previous 13F -7,507 shares

    0.84% of the 13F portfolio, value $2,408,828.

    13F-HR 0001965328-26-000008 filed by Owen LaRue, LLC
    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 64,306 shares
    Change vs previous 13F -19,915 shares

    1.04% of the 13F portfolio, value $2,720,794.

    13F-HR 0001965328-26-000002 filed by Owen LaRue, LLC
    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 84,221 shares
    Change vs previous 13F -8,242 shares

    1.37% of the 13F portfolio, value $3,610,561.

    13F-HR 0001965328-26-000001 filed by Owen LaRue, LLC
    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 92,463 shares
    Change vs previous 13F +1,042 shares

    1.58% of the 13F portfolio, value $4,003,653.

    13F-HR 0001965328-25-000004 filed by Owen LaRue, LLC
    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 91,421 shares
    Change vs previous 13F -2,513 shares

    1.68% of the 13F portfolio, value $3,943,888.

    13F-HR 0001965328-25-000002 filed by Owen LaRue, LLC
    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 93,934 shares
    Change vs previous 13F +21,279 shares

    1.99% of the 13F portfolio, value $3,994,094.

    13F-HR 0001965796-25-000003 filed by Owen LaRue, LLC
    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 72,655 shares
    Change vs previous 13F +2,685 shares

    1.62% of the 13F portfolio, value $3,095,839.

    13F-HR 0002056315-25-000006 filed by Owen LaRue, LLC
    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 69,970 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $3,038,086.

    13F-HR 0001965796-24-000009 filed by Owen LaRue, LLC
    Filed (acceptance time not in the bulk data set), ingested

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