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Disclosery

Brookwood Investment Group LLC: SHY position timeline

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

Brookwood Investment Group LLC held 12,721 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,721 shares
    Change vs previous 13F -10,854 shares

    0.12% of the 13F portfolio, value $1,044,493.

    13F-HR 0002066812-26-000003 filed by Brookwood Investment Group 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 23,575 shares
    Change vs previous 13F -1,798 shares

    0.25% of the 13F portfolio, value $1,946,592.

    13F-HR 0002066812-26-000002 filed by Brookwood Investment Group 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 25,373 shares
    Change vs previous 13F +26 shares

    0.25% of the 13F portfolio, value $2,101,361.

    13F-HR 0002066812-26-000001 filed by Brookwood Investment Group 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 25,347 shares
    Change vs previous 13F +2,243 shares

    0.27% of the 13F portfolio, value $2,102,776.

    13F-HR 0002066812-25-000006 filed by Brookwood Investment Group 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 23,104 shares
    Change vs previous 13F +8,306 shares

    0.31% of the 13F portfolio, value $1,914,377.

    13F-HR 0002066812-25-000005 filed by Brookwood Investment Group 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 14,798 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,224,224.

    13F-HR 0002066812-25-000004 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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