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Bright Futures Wealth Management, LLC.: SHY position timeline

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

Bright Futures Wealth Management, LLC. held 28,719 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,719 shares
    Change vs previous 13F -4,620 shares

    1.52% of the 13F portfolio, value $2,358,106.

    13F-HR 0001803980-26-000004 filed by Bright Futures 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 33,339 shares
    Change vs previous 13F +8,805 shares

    1.88% of the 13F portfolio, value $2,752,817.

    13F-HR 0001803980-26-000002 filed by Bright Futures 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 24,534 shares
    Change vs previous 13F -3,841 shares

    1.5% of the 13F portfolio, value $2,031,891.

    13F-HR 0001803980-26-000001 filed by Bright Futures 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 28,375 shares
    Change vs previous 13F +54 shares

    1.84% of the 13F portfolio, value $2,353,963.

    13F-HR 0001803980-25-000007 filed by Bright Futures 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 ended2025-03-31
    13F 28,321 shares
    Change vs previous 13F -3,220 shares

    2.57% of the 13F portfolio, value $2,342,173.

    13F-HR 0001803980-25-000002 filed by Bright Futures 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 ended2024-12-31
    13F 31,541 shares
    Change vs previous 13F -1,136 shares

    2.31% of the 13F portfolio, value $2,593,617.

    13F-HR 0001803980-25-000001 filed by Bright Futures 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 ended2024-09-30
    13F 32,677 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $2,690,640.

    13F-HR 0001803980-24-000007 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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