Finer Wealth Management, Inc.: SHY position timeline

Finer Wealth Management, Inc. held 14,809 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 14,809 shares

   Change vs previous 13F -2,504 shares

   0.54% of the 13F portfolio, value $1,215,967.

   13F-HR 0001929071-26-000004 filed by Finer Wealth Management, Inc.
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 17,313 shares

   Change vs previous 13F -3,028 shares

   0.72% of the 13F portfolio, value $1,429,534.

   13F-HR 0001929071-26-000002 filed by Finer Wealth Management, Inc.
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 20,341 shares

   Change vs previous 13F +20,341 shares

   0.82% of the 13F portfolio, value $1,684,642.

   13F-HR 0001929071-26-000001 filed by Finer Wealth Management, Inc.
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -6,152 shares

   13F-HR 0001221073-25-000035 filed by Finer Wealth Management, Inc.
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

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

5. period ended2024-09-30

   13F 6,152 shares

   Change vs previous 13F not available

   0.41% of the 13F portfolio, value $660,689.

   13F-HR 0001221073-24-000101 filed by Finer Wealth Management, Inc.
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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