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Disclosery

BFSG, LLC: SHY position timeline

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

BFSG, LLC held 44,095 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,095 shares
    Change vs previous 13F -376 shares

    0.32% of the 13F portfolio, value $3,620,672.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 44,471 shares
    Change vs previous 13F +3,542 shares

    0.35% of the 13F portfolio, value $3,671,992.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 40,929 shares
    Change vs previous 13F +1,327 shares

    0.33% of the 13F portfolio, value $3,389,720.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 39,602 shares
    Change vs previous 13F +5,789 shares

    0.32% of the 13F portfolio, value $3,285,382.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 33,813 shares
    Change vs previous 13F +2,932 shares

    0.31% of the 13F portfolio, value $2,801,746.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 30,881 shares
    Change vs previous 13F +117 shares

    0.31% of the 13F portfolio, value $2,554,786.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 30,764 shares
    Change vs previous 13F -1,405 shares

    0.29% of the 13F portfolio, value $2,522,033.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 32,169 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,674,853.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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