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Disclosery

Wambolt & Associates, LLC: SHYG position timeline

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

Wambolt & Associates, LLC held 17,377 SHYG shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 17,377 shares
    Change vs previous 13F -553 shares

    0.25% of the 13F portfolio, value $744,778.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    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 17,930 shares
    Change vs previous 13F -1,914 shares

    0.26% of the 13F portfolio, value $759,156.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    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 19,844 shares
    Change vs previous 13F -3,470 shares

    0.27% of the 13F portfolio, value $845,553.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 23,314 shares
    Change vs previous 13F -1,926 shares

    0.27% of the 13F portfolio, value $1,005,766.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 25,240 shares
    Change vs previous 13F +770 shares

    0.31% of the 13F portfolio, value $1,058,818.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 24,470 shares
    Change vs previous 13F -19,261 shares

    0.31% of the 13F portfolio, value $1,031,908.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 43,731 shares
    Change vs previous 13F -24,622 shares

    0.6% of the 13F portfolio, value $1,846,321.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 68,353 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,776,485.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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