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Disclosery

AdvicePeriod, LLC: SHY position timeline

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

AdvicePeriod, LLC held 163,550 SHY shares at 2021-06-30 per its 13F-HR filed 2021-07-29.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 163,550 shares
    Change vs previous 13F +9,376 shares

    0.92% of the 13F portfolio, value $14,091,000.

    13F-HR 0001221073-21-000074 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F/A 154,174 shares
    Change vs previous 13F +16,141 shares

    0.94% of the 13F portfolio, value $13,298,000.

    13F-HR/A 0001221073-21-000054 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 138,033 shares
    Change vs previous 13F +4,915 shares

    0.92% of the 13F portfolio, value $11,923,000.

    13F-HR 0001221073-21-000017 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 133,118 shares
    Change vs previous 13F +42,225 shares

    1.04% of the 13F portfolio, value $11,516,000.

    13F-HR 0001221073-20-000157 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 90,893 shares
    Change vs previous 13F +10,569 shares

    0.86% of the 13F portfolio, value $7,872,000.

    13F-HR 0001221073-20-000128 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 80,324 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $6,962,000.

    13F-HR 0001221073-20-000066 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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