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Bulltick Wealth Management, LLC: SHY position timeline

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

Bulltick Wealth Management, LLC held 67,562 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,562 shares
    Change vs previous 13F -29,443 shares

    1.13% of the 13F portfolio, value $5,547,516.

    13F-HR 0001214659-26-009198 filed by Bulltick 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 97,005 shares
    Change vs previous 13F +16,520 shares

    1.77% of the 13F portfolio, value $8,009,703.

    13F-HR 0001214659-26-005091 filed by Bulltick 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 80,485 shares
    Change vs previous 13F +24,191 shares

    1.42% of the 13F portfolio, value $6,665,768.

    13F-HR 0001214659-26-001829 filed by Bulltick 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 56,294 shares
    Change vs previous 13F +25,135 shares

    1.1% of the 13F portfolio, value $4,670,150.

    13F-HR 0001214659-25-016371 filed by Bulltick 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 ended2025-06-30
    13F 31,159 shares
    Change vs previous 13F +5,771 shares

    0.64% of the 13F portfolio, value $2,581,835.

    13F-HR 0001214659-25-011768 filed by Bulltick 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 ended2025-03-31
    13F 25,388 shares
    Change vs previous 13F -35,366 shares

    0.56% of the 13F portfolio, value $2,100,349.

    13F-HR 0001214659-25-007420 filed by Bulltick 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 ended2024-12-31
    13F 60,754 shares
    Change vs previous 13F -28,903 shares

    1.17% of the 13F portfolio, value $4,980,613.

    13F-HR 0001214659-25-002631 filed by Bulltick Wealth Management, 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 89,657 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $7,454,980.

    13F-HR 0001214659-24-019059 filed by Bulltick Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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