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BRIGHT FINANCIAL ADVISORS, INC.: SHY position timeline

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

BRIGHT FINANCIAL ADVISORS, INC. held 9,025 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,025 shares
    Change vs previous 13F -136 shares

    0.31% of the 13F portfolio, value $741,043.

    13F-HR 0001172661-26-003277 filed by BRIGHT FINANCIAL ADVISORS, INC.
    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 9,161 shares
    Change vs previous 13F -240 shares

    0.35% of the 13F portfolio, value $756,424.

    13F-HR 0001172661-26-001920 filed by BRIGHT FINANCIAL ADVISORS, INC.
    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 9,401 shares
    Change vs previous 13F -421 shares

    0.37% of the 13F portfolio, value $778,591.

    13F-HR 0001172661-26-000274 filed by BRIGHT FINANCIAL ADVISORS, INC.
    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 9,822 shares
    Change vs previous 13F -503 shares

    0.4% of the 13F portfolio, value $814,833.

    13F-HR 0001172661-25-004669 filed by BRIGHT FINANCIAL ADVISORS, INC.
    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 10,325 shares
    Change vs previous 13F -203 shares

    0.47% of the 13F portfolio, value $855,529.

    13F-HR 0001172661-25-002611 filed by BRIGHT FINANCIAL ADVISORS, INC.
    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 10,528 shares
    Change vs previous 13F +453 shares

    0.53% of the 13F portfolio, value $870,981.

    13F-HR 0001172661-25-001723 filed by BRIGHT FINANCIAL ADVISORS, INC.
    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 10,075 shares
    Change vs previous 13F -707 shares

    0.52% of the 13F portfolio, value $825,948.

    13F-HR 0001172661-25-000377 filed by BRIGHT FINANCIAL ADVISORS, INC.
    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 10,782 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $896,523.

    13F-HR 0001172661-24-004216 filed by BRIGHT FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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