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ALTERNA WEALTH MANAGEMENT, INC: SHY position timeline

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

ALTERNA WEALTH MANAGEMENT, INC held 91,691 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,691 shares
    Change vs previous 13F +8,128 shares

    4.32% of the 13F portfolio, value $7,528,718.

    13F-HR 0001767699-26-000003 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 83,563 shares
    Change vs previous 13F +7,620 shares

    5.23% of the 13F portfolio, value $6,899,767.

    13F-HR 0001767699-26-000002 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 75,943 shares
    Change vs previous 13F -8,878 shares

    5.24% of the 13F portfolio, value $6,289,579.

    13F-HR 0001767699-26-000001 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 84,821 shares
    Change vs previous 13F -12,910 shares

    5.79% of the 13F portfolio, value $7,036,730.

    13F-HR 0001767699-25-000006 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 97,731 shares
    Change vs previous 13F -2,969 shares

    6.48% of the 13F portfolio, value $8,097,991.

    13F-HR 0001767699-25-000005 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 100,700 shares
    Change vs previous 13F +11,202 shares

    6.32% of the 13F portfolio, value $8,330,911.

    13F-HR 0001767699-25-000003 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 89,498 shares
    Change vs previous 13F +34,354 shares

    6.19% of the 13F portfolio, value $7,337,046.

    13F-HR 0001767699-25-000001 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 55,144 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $4,585,223.

    13F-HR 0001767699-24-000002 filed by ALTERNA WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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