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Disclosery

GLOBALT Investments LLC / GA: SHY position timeline

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

GLOBALT Investments LLC / GA held 62,850 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,850 shares
    Change vs previous 13F +46,100 shares

    0.17% of the 13F portfolio, value $5,160,613.

    13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
    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 16,750 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,383,047.

    13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
    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 16,750 shares
    Change vs previous 13F -205 shares

    0.05% of the 13F portfolio, value $1,387,235.

    13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
    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 16,955 shares
    Change vs previous 13F -1,350 shares

    0.05% of the 13F portfolio, value $1,406,587.

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    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 18,305 shares
    Change vs previous 13F -2,625 shares

    0.06% of the 13F portfolio, value $1,516,752.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    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 20,930 shares
    Change vs previous 13F -2,175 shares

    0.07% of the 13F portfolio, value $1,731,539.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    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 23,105 shares
    Change vs previous 13F -2,200 shares

    0.07% of the 13F portfolio, value $1,894,148.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    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 25,305 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,104,111.

    13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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