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Elevate Capital Advisors, LLC: SHY position timeline

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

Elevate Capital Advisors, LLC held 234,728 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 234,728 shares
    Change vs previous 13F +57,842 shares

    10.67% of the 13F portfolio, value $19,273,489.

    13F-HR 0001909571-26-000004 filed by Elevate 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 176,886 shares
    Change vs previous 13F +114,496 shares

    9.45% of the 13F portfolio, value $14,605,477.

    13F-HR 0001909571-26-000002 filed by Elevate 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 62,390 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $5,167,140.

    13F-HR 0001909571-26-000001 filed by Elevate Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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