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Disclosery

Enclave Advisors LLC: SHY position timeline

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

Enclave Advisors LLC held 20,735 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,735 shares
    Change vs previous 13F +11,218 shares

    0.22% of the 13F portfolio, value $1,702,553.

    13F-HR 0001754960-26-000518 filed by Enclave 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 9,517 shares
    Change vs previous 13F -10,572 shares

    0.11% of the 13F portfolio, value $785,859.

    13F-HR 0001754960-26-000223 filed by Enclave 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 20,089 shares
    Change vs previous 13F -40,581 shares

    0.24% of the 13F portfolio, value $1,663,811.

    13F-HR 0001754960-26-000046 filed by Enclave 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 60,670 shares
    Change vs previous 13F +3,942 shares

    0.77% of the 13F portfolio, value $5,033,182.

    13F-HR 0001754960-25-000665 filed by Enclave 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 56,728 shares
    Change vs previous 13F +786 shares

    0.76% of the 13F portfolio, value $4,700,514.

    13F-HR 0001754960-25-000422 filed by Enclave 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 55,942 shares
    Change vs previous 13F +1,897 shares

    0.79% of the 13F portfolio, value $4,628,106.

    13F-HR 0001754960-25-000173 filed by Enclave 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 54,045 shares
    Change vs previous 13F -696 shares

    0.73% of the 13F portfolio, value $4,430,623.

    13F-HR 0001754960-25-000041 filed by Enclave 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 54,741 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $4,551,683.

    13F-HR 0001754960-24-000567 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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