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Disclosery

Beacon Wealthcare LLC: SHY position timeline

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

Beacon Wealthcare LLC held 122,440 SHY shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 122,440 shares
    Change vs previous 13F +16,692 shares

    3.15% of the 13F portfolio, value $9,942,108.

    13F-HR 0001849336-26-000005 filed by Beacon Wealthcare LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 105,748 shares
    Change vs previous 13F +2,229 shares

    2.78% of the 13F portfolio, value $8,682,968.

    13F-HR 0001849336-26-000003 filed by Beacon Wealthcare 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 103,519 shares
    Change vs previous 13F +2,323 shares

    3.01% of the 13F portfolio, value $8,547,564.

    13F-HR 0001849336-26-000002 filed by Beacon Wealthcare 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 101,196 shares
    Change vs previous 13F +4,905 shares

    2.88% of the 13F portfolio, value $8,381,053.

    13F-HR 0001849336-26-000001 filed by Beacon Wealthcare 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 96,291 shares
    Change vs previous 13F +3,211 shares

    2.81% of the 13F portfolio, value $7,988,301.

    13F-HR 0001849336-25-000006 filed by Beacon Wealthcare 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 93,080 shares
    Change vs previous 13F +1,881 shares

    2.91% of the 13F portfolio, value $7,712,609.

    13F-HR 0001849336-25-000004 filed by Beacon Wealthcare 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 91,199 shares
    Change vs previous 13F +1,538 shares

    3.07% of the 13F portfolio, value $7,544,893.

    13F-HR 0001849336-25-000002 filed by Beacon Wealthcare 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 89,661 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $7,350,409.

    13F-HR 0001849336-25-000001 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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