Shelter Rock Management, LLC: SHYG position timeline

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

Shelter Rock Management, LLC held 132,225 SHYG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

period ended2026-09-30
13F 132,225 shares
Change vs previous 13F +126,329 shares
5.07% of the 13F portfolio, value $5,446,358.
13F-HR 0001085146-26-000837 filed by Shelter Rock Management, LLC
Accepted 2026-10-09 01:04:21 UTC, ingested 2026-10-09 10:03:57 UTC
period ended2026-06-30
13F 5,896 shares
Change vs previous 13F not available
0.24% of the 13F portfolio, value $250,030.
13F-HR 0002109305-26-000003 filed by Shelter Rock Management, LLC
Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).