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ELEMENT POINTE ADVISORS, LLC: SHY position timeline

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

ELEMENT POINTE ADVISORS, LLC held 332,037 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 332,037 shares
    Change vs previous 13F +5,476 shares

    4.39% of the 13F portfolio, value $27,263,589.

    13F-HR 0001764059-26-000007 filed by ELEMENT POINTE 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 326,561 shares
    Change vs previous 13F -9,205 shares

    5.09% of the 13F portfolio, value $26,964,172.

    13F-HR 0001764059-26-000003 filed by ELEMENT POINTE 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 335,766 shares
    Change vs previous 13F -11,678 shares

    5.38% of the 13F portfolio, value $27,808,171.

    13F-HR 0001764059-26-000001 filed by ELEMENT POINTE 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 347,444 shares
    Change vs previous 13F -148,325 shares

    6.14% of the 13F portfolio, value $28,823,985.

    13F-HR 0001764059-25-000003 filed by ELEMENT POINTE 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 495,769 shares
    Change vs previous 13F -36,641 shares

    9.94% of the 13F portfolio, value $41,079,419.

    13F-HR 0001085146-25-005360 filed by ELEMENT POINTE 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 ended2025-03-31
    13F 532,410 shares
    Change vs previous 13F -18,763 shares

    10.71% of the 13F portfolio, value $44,046,279.

    13F-HR 0001085146-25-002874 filed by ELEMENT POINTE 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 ended2024-12-31
    13F 551,173 shares
    Change vs previous 13F +6,270 shares

    10.63% of the 13F portfolio, value $45,185,163.

    13F-HR 0001085146-25-001490 filed by ELEMENT POINTE 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 ended2024-09-30
    13F 544,903 shares
    Change vs previous 13F not available

    11.02% of the 13F portfolio, value $45,308,684.

    13F-HR 0001085146-24-005696 filed by ELEMENT POINTE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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