Skip to content
Disclosery

Pinion Investment Advisors, LLC: SHYG position timeline

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

Pinion Investment Advisors, LLC held 23,932 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,932 shares
    Change vs previous 13F +174 shares

    0.19% of the 13F portfolio, value $1,014,956.

    13F-HR 0001738738-26-000005 filed by Pinion Investment Advisors, 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 23,758 shares
    Change vs previous 13F -1,745 shares

    0.23% of the 13F portfolio, value $1,005,201.

    13F-HR 0001738738-26-000002 filed by Pinion Investment Advisors, 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 25,503 shares
    Change vs previous 13F +1,101 shares

    0.27% of the 13F portfolio, value $1,093,314.

    13F-HR 0001738738-26-000001 filed by Pinion Investment Advisors, 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 24,402 shares
    Change vs previous 13F -2,219 shares

    0.29% of the 13F portfolio, value $1,053,434.

    13F-HR 0001738738-25-000006 filed by Pinion Investment Advisors, 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 26,621 shares
    Change vs previous 13F -23,081 shares

    0.4% of the 13F portfolio, value $1,148,430.

    13F-HR 0001738738-25-000004 filed by Pinion Investment Advisors, 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 49,702 shares
    Change vs previous 13F +25,806 shares

    0.47% of the 13F portfolio, value $2,113,330.

    13F-HR 0001738738-25-000003 filed by Pinion Investment Advisors, 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 23,896 shares
    Change vs previous 13F +2,850 shares

    0.41% of the 13F portfolio, value $1,018,209.

    13F-HR 0001738738-25-000001 filed by Pinion Investment Advisors, 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 21,046 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $913,818.

    13F-HR 0001738738-24-000005 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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