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Birchcreek Wealth Management, LLC: SHY position timeline

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

Birchcreek Wealth Management, LLC held 330,048 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 330,048 shares
    Change vs previous 13F +37,599 shares

    10.56% of the 13F portfolio, value $27,100,267.

    13F-HR 0001951757-26-001103 filed by Birchcreek Wealth Management, 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 292,449 shares
    Change vs previous 13F +8,006 shares

    11.63% of the 13F portfolio, value $24,147,506.

    13F-HR 0001951757-26-000808 filed by Birchcreek 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 ended2025-12-31
    13F 284,443 shares
    Change vs previous 13F +43,205 shares

    11.57% of the 13F portfolio, value $23,557,586.

    13F-HR 0001951757-26-000214 filed by Birchcreek 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 ended2025-09-30
    13F 241,238 shares
    Change vs previous 13F +21,903 shares

    10.34% of the 13F portfolio, value $20,013,066.

    13F-HR 0001951757-25-001192 filed by Birchcreek 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 ended2025-06-30
    13F 219,335 shares
    Change vs previous 13F +13,026 shares

    10.3% of the 13F portfolio, value $18,174,078.

    13F-HR 0001951757-25-001045 filed by Birchcreek 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 ended2025-03-31
    13F 206,309 shares
    Change vs previous 13F +14,092 shares

    10.77% of the 13F portfolio, value $17,067,934.

    13F-HR 0001951757-25-000520 filed by Birchcreek 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 ended2024-12-31
    13F 192,217 shares
    Change vs previous 13F +25,035 shares

    9.9% of the 13F portfolio, value $15,757,985.

    13F-HR 0001951757-25-000175 filed by Birchcreek 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 ended2024-09-30
    13F 167,182 shares
    Change vs previous 13F not available

    9.11% of the 13F portfolio, value $13,901,157.

    13F-HR 0001951757-24-001182 filed by Birchcreek Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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