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Financial Harvest, LLC: SHY position timeline

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

Financial Harvest, LLC held 24,168 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 24,168 shares
    Change vs previous 13F +1,080 shares

    0.82% of the 13F portfolio, value $1,984,425.

    13F-HR 0001705819-26-000053 filed by Financial Harvest, 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 23,088 shares
    Change vs previous 13F +601 shares

    1.12% of the 13F portfolio, value $1,906,367.

    13F-HR 0001705819-26-000035 filed by Financial Harvest, 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 22,487 shares
    Change vs previous 13F +3,355 shares

    1.15% of the 13F portfolio, value $1,862,364.

    13F-HR 0001705819-26-000020 filed by Financial Harvest, 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 19,132 shares
    Change vs previous 13F +1,045 shares

    1.07% of the 13F portfolio, value $1,587,181.

    13F-HR 0001705819-25-000067 filed by Financial Harvest, 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 18,087 shares
    Change vs previous 13F +18,087 shares

    1.12% of the 13F portfolio, value $1,498,679.

    13F-HR 0001705819-25-000045 filed by Financial Harvest, 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 0 shares
    Change vs previous 13F -15,350 shares

    13F-HR 0001705819-25-000031 filed by Financial Harvest, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 15,350 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,258,402.

    13F-HR 0001705819-25-000015 filed by Financial Harvest, LLC
    Filed (acceptance time not in the bulk data set), ingested

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