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Barry Investment Advisors, LLC: SHY position timeline

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

Barry Investment Advisors, LLC held 298,068 SHY shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 298,068 shares
    Change vs previous 13F +68,509 shares

    4.62% of the 13F portfolio, value $24,203,097.

    13F-HR 0002085853-26-001166 filed by Barry Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 229,559 shares
    Change vs previous 13F +74,568 shares

    3.94% of the 13F portfolio, value $18,849,123.

    13F-HR 0002085853-26-000677 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 154,991 shares
    Change vs previous 13F +24,949 shares

    2.82% of the 13F portfolio, value $12,797,566.

    13F-HR 0002085853-26-000467 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 130,042 shares
    Change vs previous 13F +100,989 shares

    2.4% of the 13F portfolio, value $10,770,078.

    13F-HR 0002085853-26-000228 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 29,053 shares
    Change vs previous 13F +9,491 shares

    0.55% of the 13F portfolio, value $2,410,256.

    13F-HR 0001631639-25-000004 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 19,562 shares
    Change vs previous 13F +7,269 shares

    0.4% of the 13F portfolio, value $1,620,883.

    13F-HR 0001221073-25-000059 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 12,293 shares
    Change vs previous 13F -6,201 shares

    0.27% of the 13F portfolio, value $1,017,008.

    13F-HR 0001221073-25-000045 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,494 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,516,127.

    13F-HR 0001221073-25-000009 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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