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BRADY FAMILY WEALTH, LLC: SHY position timeline

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

BRADY FAMILY WEALTH, LLC held 93,147 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,147 shares
    Change vs previous 13F +8,150 shares

    2.21% of the 13F portfolio, value $7,648,300.

    13F-HR 0001725547-26-000226 filed by BRADY FAMILY WEALTH, 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 84,997 shares
    Change vs previous 13F +13,100 shares

    2.19% of the 13F portfolio, value $7,018,202.

    13F-HR 0001725547-26-000124 filed by BRADY FAMILY WEALTH, 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 71,897 shares
    Change vs previous 13F +6,920 shares

    1.84% of the 13F portfolio, value $5,954,493.

    13F-HR 0001725547-26-000001 filed by BRADY FAMILY WEALTH, 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 64,977 shares
    Change vs previous 13F +922 shares

    1.67% of the 13F portfolio, value $5,390,526.

    13F-HR 0001725547-25-004110 filed by BRADY FAMILY WEALTH, 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 64,055 shares
    Change vs previous 13F +8,380 shares

    1.64% of the 13F portfolio, value $5,307,559.

    13F-HR 0001725547-25-003396 filed by BRADY FAMILY WEALTH, 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 55,675 shares
    Change vs previous 13F +1,448 shares

    1.47% of the 13F portfolio, value $4,605,978.

    13F-HR 0001725547-25-001427 filed by BRADY FAMILY WEALTH, 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 54,227 shares
    Change vs previous 13F +4,386 shares

    1.36% of the 13F portfolio, value $4,445,556.

    13F-HR 0001725547-25-000089 filed by BRADY FAMILY WEALTH, 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 49,841 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $4,144,281.

    13F-HR 0001725547-24-005913 filed by BRADY FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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