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Disclosery

Biltmore Wealth Management, LLC: SHY position timeline

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

Biltmore Wealth Management, LLC held 5,777 SHY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,777 shares
    Change vs previous 13F +293 shares

    0.15% of the 13F portfolio, value $469,103.

    13F-HR 0001085146-26-000865 filed by Biltmore Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,484 shares
    Change vs previous 13F -982 shares

    0.14% of the 13F portfolio, value $450,320.

    13F-HR 0001598102-26-000003 filed by Biltmore 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 ended2026-03-31
    13F 6,466 shares
    Change vs previous 13F -340 shares

    0.19% of the 13F portfolio, value $533,907.

    13F-HR 0001598102-26-000002 filed by Biltmore 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 ended2025-12-31
    13F 6,806 shares
    Change vs previous 13F -759 shares

    0.21% of the 13F portfolio, value $563,636.

    13F-HR 0001598102-26-000001 filed by Biltmore 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 ended2025-09-30
    13F 7,565 shares
    Change vs previous 13F -3,851 shares

    0.24% of the 13F portfolio, value $627,594.

    13F-HR 0001598102-25-000002 filed by Biltmore 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 ended2025-06-30
    13F 11,416 shares
    Change vs previous 13F +70 shares

    0.38% of the 13F portfolio, value $945,934.

    13F-HR 0001085146-25-003687 filed by Biltmore 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 ended2025-03-31
    13F 11,346 shares
    Change vs previous 13F -8 shares

    0.4% of the 13F portfolio, value $938,670.

    13F-HR 0001085146-25-002130 filed by Biltmore 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 ended2024-12-31
    13F 11,354 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $930,818.

    13F-HR 0001085146-25-000166 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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