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Perigon Wealth Management, LLC: SHYG position timeline

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

Perigon Wealth Management, LLC held 58,982 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,982 shares
    Change vs previous 13F +7,411 shares

    0.04% of the 13F portfolio, value $2,501,420.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, 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 51,571 shares
    Change vs previous 13F -5,514 shares

    0.04% of the 13F portfolio, value $2,181,952.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, 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 57,085 shares
    Change vs previous 13F +5,155 shares

    0.04% of the 13F portfolio, value $2,447,228.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, 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 51,930 shares
    Change vs previous 13F +1,914 shares

    0.05% of the 13F portfolio, value $2,248,575.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, 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 50,016 shares
    Change vs previous 13F +5,468 shares

    0.05% of the 13F portfolio, value $2,157,694.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, 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 44,548 shares
    Change vs previous 13F -717 shares

    0.05% of the 13F portfolio, value $1,894,184.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, 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 45,265 shares
    Change vs previous 13F +2,888 shares

    0.05% of the 13F portfolio, value $1,945,511.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, 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 42,377 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,840,011.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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