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FORTE ASSET MANAGEMENT LLC: SHYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORTE ASSET MANAGEMENT LLC on SHYM, newest first. How the timeline and the estimate are built.

FORTE ASSET MANAGEMENT LLC held 178,482 SHYM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 178,482 shares
    Change vs previous 13F +36 shares

    1.54% of the 13F portfolio, value $3,815,053.

    13F-HR 0001927129-26-000004 filed by FORTE ASSET MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 178,446 shares
    Change vs previous 13F +34 shares

    1.64% of the 13F portfolio, value $4,006,123.

    13F-HR 0001927129-26-000003 filed by FORTE ASSET MANAGEMENT LLC
    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 178,412 shares
    Change vs previous 13F +62,694 shares

    1.72% of the 13F portfolio, value $3,928,630.

    13F-HR 0001927129-26-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 115,718 shares
    Change vs previous 13F +52 shares

    1.17% of the 13F portfolio, value $2,571,259.

    13F-HR 0001927129-26-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 115,666 shares
    Change vs previous 13F -84,215 shares

    1.24% of the 13F portfolio, value $2,583,969.

    13F-HR 0001927129-25-000005 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 199,881 shares
    Change vs previous 13F -23,950 shares

    2.27% of the 13F portfolio, value $4,459,348.

    13F-HR 0001927129-25-000004 filed by FORTE ASSET MANAGEMENT LLC
    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 223,831 shares
    Change vs previous 13F -18,627 shares

    2.56% of the 13F portfolio, value $5,074,245.

    13F-HR 0001927129-25-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 242,458 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $5,494,098.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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