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Disclosery

Brightwater Advisory LLC: SHY position timeline

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

Brightwater Advisory LLC held 15,804 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,804 shares
    Change vs previous 13F -156 shares

    0.82% of the 13F portfolio, value $1,297,666.

    13F-HR 0002034566-26-000003 filed by Brightwater Advisory 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 15,960 shares
    Change vs previous 13F -30 shares

    0.87% of the 13F portfolio, value $1,317,817.

    13F-HR 0002034566-26-000002 filed by Brightwater Advisory 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 15,990 shares
    Change vs previous 13F +48 shares

    0.89% of the 13F portfolio, value $1,324,292.

    13F-HR 0002034566-26-000001 filed by Brightwater Advisory 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 15,942 shares
    Change vs previous 13F -11 shares

    0.91% of the 13F portfolio, value $1,322,548.

    13F-HR 0002034566-25-000008 filed by Brightwater Advisory 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/A 15,953 shares
    Change vs previous 13F -836 shares

    0.95% of the 13F portfolio, value $1,321,866.

    13F-HR/A 0002034566-25-000005 filed by Brightwater Advisory 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/A 16,789 shares
    Change vs previous 13F +436 shares

    1.1% of the 13F portfolio, value $1,388,954.

    13F-HR/A 0002034566-25-000003 filed by Brightwater Advisory 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 16,353 shares
    Change vs previous 13F -94 shares

    1.05% of the 13F portfolio, value $1,340,619.

    13F-HR 0002034566-25-000001 filed by Brightwater Advisory 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 16,447 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,367,568.

    13F-HR 0002034566-24-000004 filed by Brightwater Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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