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DSG Capital Advisors, LLC: SHY position timeline

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

DSG Capital Advisors, LLC held 40,015 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,015 shares
    Change vs previous 13F +970 shares

    0.47% of the 13F portfolio, value $3,278,429.

    13F-HR 0001951757-26-001102 filed by DSG Capital Advisors, 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 39,045 shares
    Change vs previous 13F -25 shares

    0.52% of the 13F portfolio, value $3,223,946.

    13F-HR 0001951757-26-000735 filed by DSG Capital Advisors, 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 39,070 shares
    Change vs previous 13F -30,184 shares

    0.49% of the 13F portfolio, value $3,235,387.

    13F-HR 0001951757-26-000318 filed by DSG Capital Advisors, 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 69,254 shares
    Change vs previous 13F +32,491 shares

    0.92% of the 13F portfolio, value $5,745,312.

    13F-HR 0001951757-25-001258 filed by DSG Capital Advisors, 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 36,763 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,046,182.

    13F-HR 0001951757-25-000841 filed by DSG Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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