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Disclosery

Empirical Asset Management, LLC: SHY position timeline

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

Empirical Asset Management, LLC held 23,385 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,385 shares
    Change vs previous 13F +2,003 shares

    0.43% of the 13F portfolio, value $1,920,157.

    13F-HR 0001951757-26-001200 filed by Empirical Asset Management, 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 21,382 shares
    Change vs previous 13F +211 shares

    0.47% of the 13F portfolio, value $1,765,475.

    13F-HR 0001951757-26-000815 filed by Empirical Asset Management, 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 21,171 shares
    Change vs previous 13F -16,553 shares

    0.49% of the 13F portfolio, value $1,753,357.

    13F-HR 0001951757-26-000393 filed by Empirical Asset Management, 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 37,724 shares
    Change vs previous 13F +29,604 shares

    0.87% of the 13F portfolio, value $3,129,570.

    13F-HR 0001951757-25-001374 filed by Empirical Asset Management, 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 8,120 shares
    Change vs previous 13F -202 shares

    0.21% of the 13F portfolio, value $672,830.

    13F-HR 0001951757-25-000983 filed by Empirical Asset Management, 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 8,322 shares
    Change vs previous 13F -34 shares

    0.23% of the 13F portfolio, value $688,498.

    13F-HR 0001951757-25-000538 filed by Empirical Asset Management, 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 8,356 shares
    Change vs previous 13F -271 shares

    0.23% of the 13F portfolio, value $685,039.

    13F-HR 0001951757-25-000026 filed by Empirical Asset Management, 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 8,627 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $717,335.

    13F-HR 0001951757-24-001012 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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