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Disclosery

DT Investment Partners, LLC: SHY position timeline

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

DT Investment Partners, LLC held 228,347 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 228,347 shares
    Change vs previous 13F +28,018 shares

    1.4% of the 13F portfolio, value $18,749,573.

    13F-HR 0001537621-26-000007 filed by DT Investment Partners, 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 200,329 shares
    Change vs previous 13F +9,213 shares

    1.38% of the 13F portfolio, value $16,541,166.

    13F-HR 0001537621-26-000005 filed by DT Investment Partners, 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 191,116 shares
    Change vs previous 13F +32,963 shares

    1.31% of the 13F portfolio, value $15,828,228.

    13F-HR 0001537621-26-000002 filed by DT Investment Partners, 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 158,153 shares
    Change vs previous 13F +37,240 shares

    1.11% of the 13F portfolio, value $13,120,372.

    13F-HR 0001193125-25-245791 filed by DT Investment Partners, 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 120,913 shares
    Change vs previous 13F +5,362 shares

    0.9% of the 13F portfolio, value $10,018,856.

    13F-HR 0000950123-25-006516 filed by DT Investment Partners, 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 115,551 shares
    Change vs previous 13F -36,110 shares

    0.92% of the 13F portfolio, value $9,559,534.

    13F-HR 0000950123-25-003822 filed by DT Investment Partners, 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 151,661 shares
    Change vs previous 13F +1,500 shares

    1.05% of the 13F portfolio, value $12,433,159.

    13F-HR 0000950123-25-000719 filed by DT Investment Partners, 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 150,161 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $12,485,927.

    13F-HR 0000950123-24-009833 filed by DT Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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