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Sovran Advisors, LLC: SHYG position timeline

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

Sovran Advisors, LLC held 70,859 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,859 shares
    Change vs previous 13F +4,995 shares

    0.22% of the 13F portfolio, value $2,978,902.

    13F-HR 0002051471-26-000004 filed by Sovran 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 65,864 shares
    Change vs previous 13F +6,094 shares

    0.22% of the 13F portfolio, value $2,810,401.

    13F-HR 0002051471-26-000003 filed by Sovran 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 59,770 shares
    Change vs previous 13F +3,577 shares

    0.22% of the 13F portfolio, value $2,571,886.

    13F-HR 0002051471-26-000001 filed by Sovran 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 56,193 shares
    Change vs previous 13F +8,483 shares

    0.21% of the 13F portfolio, value $2,421,356.

    13F-HR 0002051471-25-000007 filed by Sovran 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 47,710 shares
    Change vs previous 13F +13,011 shares

    0.21% of the 13F portfolio, value $2,040,564.

    13F-HR 0002051471-25-000004 filed by Sovran 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 34,699 shares
    Change vs previous 13F +2,499 shares

    0.19% of the 13F portfolio, value $1,451,797.

    13F-HR 0002051471-25-000003 filed by Sovran 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 32,200 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,373,319.

    13F-HR 0002051471-25-000001 filed by Sovran Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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