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Disclosery

Darwin Wealth Management, LLC: SHY position timeline

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

Darwin Wealth Management, LLC held 858 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 858 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $70,494.

    13F-HR 0001663224-26-000003 filed by Darwin 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 852 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $70,402.

    13F-HR 0001663224-26-000002 filed by Darwin 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 847 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $70,221.

    13F-HR 0001663224-26-000001 filed by Darwin 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 843 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $69,969.

    13F-HR 0001663224-25-000009 filed by Darwin 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 843 shares
    Change vs previous 13F -82 shares

    0.02% of the 13F portfolio, value $69,924.

    13F-HR 0001663224-25-000002 filed by Darwin 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 925 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $75,836.

    13F-HR 0001663224-25-000005 filed by Darwin 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/A 925 shares
    Change vs previous 13F -271 shares

    0.03% of the 13F portfolio, value $75,836.

    13F-HR/A 0001663224-25-000008 filed by Darwin 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 1,196 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $99,463.

    13F-HR 0001663224-24-000003 filed by Darwin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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