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Virtue Capital Management, LLC: SHYG position timeline

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

Virtue Capital Management, LLC held 72,397 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,397 shares
    Change vs previous 13F -6,134 shares

    0.41% of the 13F portfolio, value $3,070,344.

    13F-HR 0001104659-26-091051 filed by Virtue Capital Management, 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 78,531 shares
    Change vs previous 13F -1,041 shares

    0.5% of the 13F portfolio, value $3,293,598.

    13F-HR 0001104659-26-056825 filed by Virtue Capital Management, 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/A 79,572 shares
    Change vs previous 13F +72,081 shares

    0.53% of the 13F portfolio, value $3,413,643.

    13F-HR/A 0001104659-26-016820 filed by Virtue Capital Management, 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/A 7,491 shares
    Change vs previous 13F -69,456 shares

    0.17% of the 13F portfolio, value $1,092,759.

    13F-HR/A 0001104659-26-016822 filed by Virtue Capital Management, 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 76,947 shares
    Change vs previous 13F -4,801 shares

    0.61% of the 13F portfolio, value $3,319,474.

    13F-HR 0001104659-25-077270 filed by Virtue Capital Management, 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 81,748 shares
    Change vs previous 13F +4,254 shares

    0.41% of the 13F portfolio, value $3,473,465.

    13F-HR 0001104659-25-049438 filed by Virtue Capital Management, 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 77,494 shares
    Change vs previous 13F +500 shares

    0.66% of the 13F portfolio, value $3,302,019.

    13F-HR 0001104659-25-017266 filed by Virtue Capital Management, 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 76,994 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,343,079.

    13F-HR 0001104659-24-120092 filed by Virtue Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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