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Efficient Advisors, LLC: SHY position timeline

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

Efficient Advisors, LLC held 44,994 SHY shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 44,994 shares
    Change vs previous 13F -17,015 shares

    0.26% of the 13F portfolio, value $3,715,193.

    13F-HR 0001542164-26-000002 filed by Efficient 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 ended2025-12-31
    13F/A 62,009 shares
    Change vs previous 13F -13,688 shares

    0.3% of the 13F portfolio, value $5,135,550.

    13F-HR/A 0001765380-26-000006 filed by Efficient 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 ended2025-09-30
    13F 75,697 shares
    Change vs previous 13F -187 shares

    0.35% of the 13F portfolio, value $6,279,796.

    13F-HR 0001542164-25-000003 filed by Efficient 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 ended2025-06-30
    13F 75,884 shares
    Change vs previous 13F -5,928 shares

    0.37% of the 13F portfolio, value $6,287,743.

    13F-HR 0001765380-25-000308 filed by Efficient 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 ended2025-03-31
    13F/A 81,812 shares
    Change vs previous 13F -9,284 shares

    0.44% of the 13F portfolio, value $6,768,311.

    13F-HR/A 0001765380-25-000168 filed by Efficient Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 91,096 shares
    Change vs previous 13F -6,032 shares

    0.48% of the 13F portfolio, value $7,468,086.

    13F-HR 0001765380-25-000059 filed by Efficient Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 97,128 shares
    Change vs previous 13F -9,877 shares

    0.51% of the 13F portfolio, value $8,076,180.

    13F-HR 0001765380-24-000424 filed by Efficient Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 107,005 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $8,736,942.

    13F-HR 0001765380-24-000272 filed by Efficient Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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