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DOCK STREET ASSET MANAGEMENT INC: SHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DOCK STREET ASSET MANAGEMENT INC on SHY, newest first. How the timeline and the estimate are built.

DOCK STREET ASSET MANAGEMENT INC held 19,528 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,528 shares
    Change vs previous 13F -5,015 shares

    0.15% of the 13F portfolio, value $1,603,444.

    13F-HR 0001172779-26-000003 filed by DOCK STREET ASSET MANAGEMENT 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 24,543 shares
    Change vs previous 13F -22,883 shares

    0.21% of the 13F portfolio, value $2,026,516.

    13F-HR 0001172779-26-000002 filed by DOCK STREET ASSET MANAGEMENT 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 47,426 shares
    Change vs previous 13F -65,451 shares

    0.36% of the 13F portfolio, value $3,927,821.

    13F-HR 0001172779-26-000001 filed by DOCK STREET ASSET MANAGEMENT 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 112,877 shares
    Change vs previous 13F +6,130 shares

    0.82% of the 13F portfolio, value $9,364,276.

    13F-HR 0001172779-25-000006 filed by DOCK STREET ASSET MANAGEMENT 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 106,747 shares
    Change vs previous 13F -9,898 shares

    0.83% of the 13F portfolio, value $8,845,056.

    13F-HR 0001172779-25-000004 filed by DOCK STREET ASSET MANAGEMENT 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 116,645 shares
    Change vs previous 13F +3,091 shares

    1.14% of the 13F portfolio, value $9,650,041.

    13F-HR 0001172779-25-000003 filed by DOCK STREET ASSET MANAGEMENT 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 113,554 shares
    Change vs previous 13F +5,884 shares

    1.12% of the 13F portfolio, value $9,309,157.

    13F-HR 0001172779-25-000001 filed by DOCK STREET ASSET MANAGEMENT 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 107,670 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $8,952,761.

    13F-HR 0001172779-24-000005 filed by DOCK STREET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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