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CWA Asset Management Group, LLC: SHY position timeline

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

CWA Asset Management Group, LLC held 843,777 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 843,777 shares
    Change vs previous 13F -33,862 shares

    2.13% of the 13F portfolio, value $69,282,490.

    13F-HR 0001667134-26-000004 filed by CWA Asset Management Group, 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 877,639 shares
    Change vs previous 13F +19,161 shares

    2.48% of the 13F portfolio, value $72,466,658.

    13F-HR 0001667134-26-000003 filed by CWA Asset Management Group, 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 858,478 shares
    Change vs previous 13F +58,919 shares

    2.56% of the 13F portfolio, value $71,099,171.

    13F-HR 0001667134-26-000001 filed by CWA Asset Management Group, 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 799,559 shares
    Change vs previous 13F +405,476 shares

    2.45% of the 13F portfolio, value $66,331,392.

    13F-HR 0001667134-25-000006 filed by CWA Asset Management Group, 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 394,083 shares
    Change vs previous 13F +106,405 shares

    1.38% of the 13F portfolio, value $32,653,719.

    13F-HR 0001667134-25-000004 filed by CWA Asset Management Group, 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 287,678 shares
    Change vs previous 13F +62,357 shares

    1.14% of the 13F portfolio, value $23,799,600.

    13F-HR 0001667134-25-000003 filed by CWA Asset Management Group, 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 225,321 shares
    Change vs previous 13F +76,878 shares

    0.93% of the 13F portfolio, value $18,471,810.

    13F-HR 0001667134-25-000001 filed by CWA Asset Management Group, 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 148,443 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $12,343,021.

    13F-HR 0001667134-24-000002 filed by CWA Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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