Skip to content
Disclosery

SUMMIT INVESTMENT ADVISORS, INC.: SHYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMMIT INVESTMENT ADVISORS, INC. on SHYG, newest first. How the timeline and the estimate are built.

SUMMIT INVESTMENT ADVISORS, INC. held 10,852 SHYG shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 10,852 shares
    Change vs previous 13F +192 shares

    0.38% of the 13F portfolio, value $464,015.

    13F-HR 0001951757-25-001040 filed by SUMMIT INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 10,660 shares
    Change vs previous 13F +130 shares

    0.4% of the 13F portfolio, value $449,322.

    13F-HR 0001951757-25-000550 filed by SUMMIT INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 10,530 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $453,416.

    13F-HR 0001951757-25-000267 filed by SUMMIT INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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