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DFPG INVESTMENTS, LLC: SHY position timeline

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

DFPG INVESTMENTS, LLC held 67,088 SHY shares at 2023-12-31 per its 13F-HR filed 2024-01-10.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 67,088 shares
    Change vs previous 13F -11,029 shares

    0.43% of the 13F portfolio, value $5,498,493.

    13F-HR 0001085146-24-000121 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 78,117 shares
    Change vs previous 13F +15,115 shares

    0.59% of the 13F portfolio, value $6,325,946.

    13F-HR 0001085146-23-004278 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 63,002 shares
    Change vs previous 13F -160,304 shares

    0.46% of the 13F portfolio, value $5,117,691.

    13F-HR 0001085146-23-002878 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 223,306 shares
    Change vs previous 13F +212,268 shares

    1.97% of the 13F portfolio, value $18,346,860.

    13F-HR 0001085146-23-001603 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 11,038 shares
    Change vs previous 13F +1,849 shares

    0.15% of the 13F portfolio, value $900,701.

    13F-HR 0001085146-23-000578 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 9,189 shares
    Change vs previous 13F +5,859 shares

    0.32% of the 13F portfolio, value $744,000.

    13F-HR 0001085146-22-003571 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 3,330 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $275,000.

    13F-HR 0001085146-22-002660 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 3,330 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $277,000.

    13F-HR 0001085146-22-001505 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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