Skip to content
Disclosery

4J Wealth Management LLC: SHY position timeline

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

4J Wealth Management LLC held 19,521 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,521 shares
    Change vs previous 13F -2,582 shares

    0.79% of the 13F portfolio, value $1,602,853.

    13F-HR 0001754960-26-000594 filed by 4J Wealth 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 22,103 shares
    Change vs previous 13F -291 shares

    1.04% of the 13F portfolio, value $1,825,027.

    13F-HR 0001754960-26-000353 filed by 4J Wealth 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 22,394 shares
    Change vs previous 13F -1,068 shares

    1.06% of the 13F portfolio, value $1,854,637.

    13F-HR 0001754960-26-000067 filed by 4J Wealth 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 23,462 shares
    Change vs previous 13F -854 shares

    1.14% of the 13F portfolio, value $1,946,396.

    13F-HR 0001754960-25-000703 filed by 4J Wealth 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 24,316 shares
    Change vs previous 13F -399 shares

    1.36% of the 13F portfolio, value $2,014,791.

    13F-HR 0001754960-25-000523 filed by 4J Wealth 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 24,715 shares
    Change vs previous 13F -29 shares

    1.61% of the 13F portfolio, value $2,044,639.

    13F-HR 0001754960-25-000260 filed by 4J Wealth 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 24,744 shares
    Change vs previous 13F -644 shares

    1.64% of the 13F portfolio, value $2,028,480.

    13F-HR 0001754960-25-000062 filed by 4J Wealth 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 25,388 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,110,997.

    13F-HR 0001754960-24-000541 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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