Skip to content
Disclosery

Strategic Investment Advisors / MI: SHYG position timeline

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

Strategic Investment Advisors / MI held 52,857 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,857 shares
    Change vs previous 13F -4,367 shares

    0.14% of the 13F portfolio, value $2,241,672.

    13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
    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 57,224 shares
    Change vs previous 13F +12,381 shares

    0.17% of the 13F portfolio, value $2,420,872.

    13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
    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 44,843 shares
    Change vs previous 13F +33,619 shares

    0.17% of the 13F portfolio, value $1,922,419.

    13F-HR 0001760540-26-000001 filed by Strategic Investment Advisors / MI
    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/A 11,224 shares
    Change vs previous 13F -34,418 shares

    0.23% of the 13F portfolio, value $1,959,022.

    13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
    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 45,642 shares
    Change vs previous 13F -1,003 shares

    0.19% of the 13F portfolio, value $1,966,623.

    13F-HR 0001760540-25-000001 filed by Strategic Investment Advisors / MI
    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 46,645 shares
    Change vs previous 13F +6,426 shares

    0.21% of the 13F portfolio, value $1,983,345.

    13F-HR 0001754960-25-000242 filed by Strategic Investment Advisors / MI
    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 40,219 shares
    Change vs previous 13F +3,427 shares

    0.18% of the 13F portfolio, value $1,713,732.

    13F-HR 0001754960-25-000056 filed by Strategic Investment Advisors / MI
    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 36,792 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,597,509.

    13F-HR 0001754960-24-000521 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

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