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CPR Investments Inc.: SHY position timeline

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

CPR Investments Inc. held 74,577 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,577 shares
    Change vs previous 13F +37,194 shares

    4.71% of the 13F portfolio, value $6,123,544.

    13F-HR 0001214659-26-008546 filed by CPR Investments Inc.
    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 37,383 shares
    Change vs previous 13F +2,729 shares

    2.06% of the 13F portfolio, value $3,086,733.

    13F-HR 0001214659-26-004748 filed by CPR Investments Inc.
    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 34,654 shares
    Change vs previous 13F -13,909 shares

    1.93% of the 13F portfolio, value $2,870,083.

    13F-HR 0001214659-26-000457 filed by CPR Investments Inc.
    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 48,563 shares
    Change vs previous 13F +688 shares

    2.77% of the 13F portfolio, value $4,028,782.

    13F-HR 0001214659-25-014901 filed by CPR Investments Inc.
    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 47,875 shares
    Change vs previous 13F +2,345 shares

    3.08% of the 13F portfolio, value $3,966,937.

    13F-HR 0001214659-25-010745 filed by CPR Investments Inc.
    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 45,530 shares
    Change vs previous 13F +9,826 shares

    3.34% of the 13F portfolio, value $3,766,655.

    13F-HR 0001214659-25-005694 filed by CPR Investments Inc.
    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 35,704 shares
    Change vs previous 13F -3,859 shares

    2.64% of the 13F portfolio, value $2,927,006.

    13F-HR 0001214659-25-000543 filed by CPR Investments Inc.
    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 39,563 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $3,289,663.

    13F-HR 0001214659-24-017592 filed by CPR Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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