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Disclosery

Clearstead Advisors, LLC: SHY position timeline

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

Clearstead Advisors, LLC held 151,379 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,379 shares
    Change vs previous 13F +5,707 shares

    0.12% of the 13F portfolio, value $12,429,711.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 145,672 shares
    Change vs previous 13F +58,650 shares

    0.11% of the 13F portfolio, value $12,028,126.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 87,022 shares
    Change vs previous 13F +1,174 shares

    0.09% of the 13F portfolio, value $7,207,134.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 85,848 shares
    Change vs previous 13F +1,751 shares

    0.1% of the 13F portfolio, value $7,121,984.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 84,097 shares
    Change vs previous 13F -6,174 shares

    0.1% of the 13F portfolio, value $6,968,308.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 90,271 shares
    Change vs previous 13F -12,534 shares

    0.12% of the 13F portfolio, value $7,468,114.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 102,805 shares
    Change vs previous 13F -1,359 shares

    0.13% of the 13F portfolio, value $8,427,961.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 104,164 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $8,661,213.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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