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SWEENEY & MICHEL, LLC: SHYG position timeline

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

SWEENEY & MICHEL, LLC held 337,554 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 337,554 shares
    Change vs previous 13F +2,573 shares

    3.74% of the 13F portfolio, value $14,227,915.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 334,981 shares
    Change vs previous 13F +13,332 shares

    4.19% of the 13F portfolio, value $14,243,412.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 321,649 shares
    Change vs previous 13F +29,814 shares

    4.07% of the 13F portfolio, value $13,789,076.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 291,835 shares
    Change vs previous 13F +4,177 shares

    4.18% of the 13F portfolio, value $12,449,685.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 287,658 shares
    Change vs previous 13F +13,541 shares

    4.37% of the 13F portfolio, value $12,311,752.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 274,117 shares
    Change vs previous 13F +38,414 shares

    4.9% of the 13F portfolio, value $11,189,449.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 235,703 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $10,180,000.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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