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Disclosery

Endurance Wealth Management, Inc.: SHY position timeline

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

Endurance Wealth Management, Inc. held 27,346 SHY shares at 2023-06-30 per its 13F-HR filed 2023-08-09.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 27,346 shares
    Change vs previous 13F -550 shares

    0.3% of the 13F portfolio, value $2,217,000.

    13F-HR 0000950123-23-007014 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 27,896 shares
    Change vs previous 13F -140 shares

    0.32% of the 13F portfolio, value $2,292,000.

    13F-HR 0000950123-23-003571 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 28,036 shares
    Change vs previous 13F -1,275 shares

    0.34% of the 13F portfolio, value $2,276,000.

    13F-HR 0000950123-23-000616 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 29,311 shares
    Change vs previous 13F +610 shares

    0.39% of the 13F portfolio, value $2,380,000.

    13F-HR 0000950123-22-010374 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-06-30
    13F 28,701 shares
    Change vs previous 13F +525 shares

    0.36% of the 13F portfolio, value $2,376,000.

    13F-HR 0000950123-22-007284 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-03-31
    13F 28,176 shares
    Change vs previous 13F +3,735 shares

    0.3% of the 13F portfolio, value $2,348,000.

    13F-HR 0000950123-22-004138 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-12-31
    13F 24,441 shares
    Change vs previous 13F +7,165 shares

    0.22% of the 13F portfolio, value $2,091,000.

    13F-HR 0000950123-22-000327 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-09-30
    13F 17,276 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,488,000.

    13F-HR 0000950123-21-013646 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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