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Disclosery

DAVIS-REA LTD.: SHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVIS-REA LTD. on SHY, newest first. How the timeline and the estimate are built.

DAVIS-REA LTD. held 9,385 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,385 shares
    Change vs previous 13F +9,385 shares

    0.22% of the 13F portfolio, value $770,602.

    13F-HR 0001193125-26-331710 filed by DAVIS-REA LTD.
    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 0 shares
    Change vs previous 13F -20,415 shares

    13F-HR 0001193125-26-194528 filed by DAVIS-REA LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 20,415 shares
    Change vs previous 13F -6,415 shares

    0.42% of the 13F portfolio, value $1,690,770.

    13F-HR 0001193125-26-027172 filed by DAVIS-REA LTD.
    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 26,830 shares
    Change vs previous 13F -6,200 shares

    0.54% of the 13F portfolio, value $2,225,817.

    13F-HR 0001193125-25-252871 filed by DAVIS-REA LTD.
    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 33,030 shares
    Change vs previous 13F +33,030 shares

    0.68% of the 13F portfolio, value $2,736,866.

    13F-HR 0000950123-25-006585 filed by DAVIS-REA LTD.
    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 0 shares
    Change vs previous 13F -28,860 shares

    13F-HR 0000950123-25-004101 filed by DAVIS-REA LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 28,860 shares
    Change vs previous 13F +4,315 shares

    1.2% of the 13F portfolio, value $2,365,943.

    13F-HR 0000950123-25-000915 filed by DAVIS-REA LTD.
    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 24,545 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,040,917.

    13F-HR 0000950123-24-009942 filed by DAVIS-REA LTD.
    Filed (acceptance time not in the bulk data set), ingested

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