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Disclosery

AE Wealth Management LLC: SHY position timeline

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

AE Wealth Management LLC held 9,801 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,801 shares
    Change vs previous 13F -56,703 shares

    <0.01% of the 13F portfolio, value $804,711.

    13F-HR 0001697723-26-000007 filed by AE 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 66,504 shares
    Change vs previous 13F +34,018 shares

    0.03% of the 13F portfolio, value $5,491,222.

    13F-HR 0001697723-26-000006 filed by AE 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 32,486 shares
    Change vs previous 13F -841 shares

    0.02% of the 13F portfolio, value $2,690,401.

    13F-HR 0001697723-26-000001 filed by AE 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 33,327 shares
    Change vs previous 13F -2,629 shares

    0.02% of the 13F portfolio, value $2,764,802.

    13F-HR 0001697723-25-000007 filed by AE 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 35,956 shares
    Change vs previous 13F +567 shares

    0.02% of the 13F portfolio, value $2,979,270.

    13F-HR 0001697723-25-000004 filed by AE 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 35,389 shares
    Change vs previous 13F -3,669 shares

    0.02% of the 13F portfolio, value $2,927,731.

    13F-HR 0001697723-25-000003 filed by AE 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 39,058 shares
    Change vs previous 13F -10,779 shares

    0.03% of the 13F portfolio, value $3,201,909.

    13F-HR 0001697723-25-000001 filed by AE 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 49,837 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,143,881.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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