Skip to content
Disclosery

Factor Wealth Management LTD: SHY position timeline

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

Factor Wealth Management LTD held 8,052 SHY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,052 shares
    Change vs previous 13F -804 shares

    0.1% of the 13F portfolio, value $653,787.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,856 shares
    Change vs previous 13F -2,075 shares

    0.11% of the 13F portfolio, value $727,147.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,931 shares
    Change vs previous 13F +408 shares

    0.17% of the 13F portfolio, value $902,567.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,523 shares
    Change vs previous 13F +1,628 shares

    0.19% of the 13F portfolio, value $871,511.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,895 shares
    Change vs previous 13F +2,449 shares

    0.18% of the 13F portfolio, value $737,932.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,446 shares
    Change vs previous 13F +63 shares

    0.15% of the 13F portfolio, value $534,085.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,383 shares
    Change vs previous 13F +41 shares

    0.16% of the 13F portfolio, value $528,051.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,342 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $519,928.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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