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Disclosery

Waterloo Capital, L.P.: SHYG position timeline

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

Waterloo Capital, L.P. held 253,825 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 253,825 shares
    Change vs previous 13F +12,173 shares

    0.61% of the 13F portfolio, value $10,764,718.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 241,652 shares
    Change vs previous 13F -21,679 shares

    0.72% of the 13F portfolio, value $10,224,315.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 263,331 shares
    Change vs previous 13F +28,219 shares

    0.81% of the 13F portfolio, value $11,288,993.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 235,112 shares
    Change vs previous 13F +15,832 shares

    0.76% of the 13F portfolio, value $10,180,350.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 219,280 shares
    Change vs previous 13F -11,051 shares

    0.76% of the 13F portfolio, value $9,459,737.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 230,331 shares
    Change vs previous 13F +15,278 shares

    0.91% of the 13F portfolio, value $9,793,692.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 215,053 shares
    Change vs previous 13F +25,240 shares

    0.97% of the 13F portfolio, value $9,163,404.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 189,813 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $8,241,695.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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