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Squire Investment Management Company, LLC: SHYG position timeline

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

Squire Investment Management Company, LLC held 53,422 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,422 shares
    Change vs previous 13F +10,574 shares

    0.55% of the 13F portfolio, value $2,265,642.

    13F-HR 0001725547-26-000255 filed by Squire Investment Management Company, 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 42,848 shares
    Change vs previous 13F +491 shares

    0.5% of the 13F portfolio, value $1,812,909.

    13F-HR 0001725547-26-000162 filed by Squire Investment Management Company, 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 42,357 shares
    Change vs previous 13F +7,658 shares

    0.55% of the 13F portfolio, value $1,815,858.

    13F-HR 0001725547-26-000038 filed by Squire Investment Management Company, 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 34,699 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,502,467.

    13F-HR 0001725547-25-004121 filed by Squire Investment Management Company, 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 34,699 shares
    Change vs previous 13F +5,845 shares

    0.55% of the 13F portfolio, value $1,496,915.

    13F-HR 0001725547-25-003446 filed by Squire Investment Management Company, 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 28,854 shares
    Change vs previous 13F +6,994 shares

    0.51% of the 13F portfolio, value $1,226,872.

    13F-HR 0001725547-25-002047 filed by Squire Investment Management Company, 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 21,860 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $931,455.

    13F-HR 0001725547-25-000229 filed by Squire Investment Management Company, 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 21,860 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $949,161.

    13F-HR 0001725547-24-006095 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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