Skip to content
Disclosery

Fiduciary Group, LLC: SHY position timeline

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

Fiduciary Group, LLC held 321,396 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 321,396 shares
    Change vs previous 13F -16,423 shares

    2.07% of the 13F portfolio, value $26,389,851.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 337,819 shares
    Change vs previous 13F -8,508 shares

    2.38% of the 13F portfolio, value $27,893,727.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 346,327 shares
    Change vs previous 13F -3,919 shares

    2.41% of the 13F portfolio, value $28,682,811.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 350,246 shares
    Change vs previous 13F -12,134 shares

    2.55% of the 13F portfolio, value $29,056,385.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 362,380 shares
    Change vs previous 13F -14,409 shares

    2.83% of the 13F portfolio, value $30,026,837.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 376,789 shares
    Change vs previous 13F -21,492 shares

    3.12% of the 13F portfolio, value $31,171,750.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 398,281 shares
    Change vs previous 13F -35,988 shares

    3.27% of the 13F portfolio, value $32,651,056.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 434,269 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $36,109,482.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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