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FWL INVESTMENT MANAGEMENT, LLC: SHY position timeline

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

FWL INVESTMENT MANAGEMENT, LLC held 67,732 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,732 shares
    Change vs previous 13F +13,879 shares

    1.02% of the 13F portfolio, value $5,561,475.

    13F-HR 0001999371-26-017927 filed by FWL INVESTMENT MANAGEMENT, 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 53,853 shares
    Change vs previous 13F +41,368 shares

    0.98% of the 13F portfolio, value $4,446,642.

    13F-HR 0001999371-26-010798 filed by FWL INVESTMENT 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 ended2025-12-31
    13F 12,485 shares
    Change vs previous 13F -15 shares

    0.25% of the 13F portfolio, value $1,034,008.

    13F-HR 0001999371-26-003378 filed by FWL INVESTMENT 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 ended2025-09-30
    13F 12,500 shares
    Change vs previous 13F +212 shares

    0.27% of the 13F portfolio, value $1,037,000.

    13F-HR 0001999371-25-018008 filed by FWL INVESTMENT 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 ended2025-06-30
    13F 12,288 shares
    Change vs previous 13F +3,820 shares

    0.31% of the 13F portfolio, value $1,018,184.

    13F-HR 0001999371-25-011318 filed by FWL INVESTMENT 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 ended2025-03-31
    13F 8,468 shares
    Change vs previous 13F +660 shares

    0.26% of the 13F portfolio, value $700,558.

    13F-HR 0001999371-25-006122 filed by FWL INVESTMENT 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 ended2024-12-31
    13F 7,808 shares
    Change vs previous 13F +6,538 shares

    0.23% of the 13F portfolio, value $640,100.

    13F-HR 0001839882-25-009026 filed by FWL INVESTMENT 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 ended2024-09-30
    13F 1,270 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $105,601.

    13F-HR 0001999371-24-014690 filed by FWL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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