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Disclosery

Peak Financial Management, Inc.: SHYG position timeline

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

Peak Financial Management, Inc. held 271,489 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 271,489 shares
    Change vs previous 13F +11,001 shares

    2.64% of the 13F portfolio, value $11,513,882.

    13F-HR 0001669662-26-000003 filed by Peak Financial Management, Inc.
    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 260,488 shares
    Change vs previous 13F +12,298 shares

    2.8% of the 13F portfolio, value $11,021,274.

    13F-HR 0001669662-26-000002 filed by Peak Financial Management, Inc.
    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 248,190 shares
    Change vs previous 13F +5,664 shares

    2.74% of the 13F portfolio, value $10,639,946.

    13F-HR 0001669662-26-000001 filed by Peak Financial Management, Inc.
    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 242,526 shares
    Change vs previous 13F +11,365 shares

    2.78% of the 13F portfolio, value $10,501,396.

    13F-HR 0001085146-25-005858 filed by Peak Financial Management, Inc.
    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 231,161 shares
    Change vs previous 13F +5,400 shares

    2.84% of the 13F portfolio, value $9,972,321.

    13F-HR 0001085146-25-004089 filed by Peak Financial Management, Inc.
    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 225,761 shares
    Change vs previous 13F +6,854 shares

    2.87% of the 13F portfolio, value $9,599,376.

    13F-HR 0001085146-25-002989 filed by Peak Financial Management, Inc.
    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 218,907 shares
    Change vs previous 13F +9,365 shares

    2.79% of the 13F portfolio, value $9,327,628.

    13F-HR 0001085146-25-000390 filed by Peak Financial Management, Inc.
    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 209,542 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $9,098,342.

    13F-HR 0001085146-24-004909 filed by Peak Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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