Skip to content
Disclosery

Councilor Wealth, LLC: SHY position timeline

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

Councilor Wealth, LLC held 22,436 SHY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,436 shares
    Change vs previous 13F -776 shares

    0.75% of the 13F portfolio, value $1,821,846.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,212 shares
    Change vs previous 13F -1,390 shares

    0.77% of the 13F portfolio, value $1,906,005.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 24,602 shares
    Change vs previous 13F -3,996 shares

    0.99% of the 13F portfolio, value $2,031,423.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,598 shares
    Change vs previous 13F -4,167 shares

    1.12% of the 13F portfolio, value $2,368,506.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 32,765 shares
    Change vs previous 13F -3,964 shares

    1.26% of the 13F portfolio, value $2,718,166.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 36,729 shares
    Change vs previous 13F -1,559 shares

    1.42% of the 13F portfolio, value $3,043,375.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 38,288 shares
    Change vs previous 13F +4,637 shares

    1.58% of the 13F portfolio, value $3,167,611.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 33,651 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $2,758,756.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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