Forward Management, LLC: SHY position timeline

Forward Management, LLC held 0 SHY shares at 2022-03-31 per its 13F-HR filed 2022-05-02.

the latest 13F is the newest step

1. period ended2022-03-31

   13F 0 shares

   Change vs previous 13F -6,347,827 shares

   13F-HR 0001085146-22-001639 filed by Forward Management, LLC
   Filed 2022-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

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

2. period ended2021-12-31

   13F 6,347,827 shares

   Change vs previous 13F +1,189,171 shares

   52.32% of the 13F portfolio, value $542,993,000.

   13F-HR 0001085146-22-000505 filed by Forward Management, LLC
   Filed 2022-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

3. period ended2021-09-30

   13F 5,158,656 shares

   Change vs previous 13F +73,570 shares

   47.46% of the 13F portfolio, value $444,418,000.

   13F-HR 0001085146-21-003017 filed by Forward Management, LLC
   Filed 2021-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

4. period ended2021-06-30

   13F 5,085,086 shares

   Change vs previous 13F +2,695,802 shares

   48.26% of the 13F portfolio, value $438,131,000.

   13F-HR 0001085146-21-002253 filed by Forward Management, LLC
   Filed 2021-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

5. period ended2021-03-31

   13F 2,389,284 shares

   Change vs previous 13F not available

   41.68% of the 13F portfolio, value $206,076,000.

   13F-HR 0001085146-21-001549 filed by Forward Management, LLC
   Filed 2021-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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