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Bucket List Wealth Management, LLC: SHY position timeline

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

Bucket List Wealth Management, LLC held 21,020 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,020 shares
    Change vs previous 13F +1,292 shares

    0.85% of the 13F portfolio, value $1,725,970.

    13F-HR 0002133435-26-000003 filed by Bucket List 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 19,728 shares
    Change vs previous 13F +7,662 shares

    0.98% of the 13F portfolio, value $1,628,945.

    13F-HR 0002133435-26-000002 filed by Bucket List 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 12,066 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $999,606.

    13F-HR 0002133435-26-000001 filed by Bucket List Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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