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HARBOR INVESTMENT ADVISORY, LLC: SHY position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 36,978 SHY 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 36,978 shares
    Change vs previous 13F -916 shares

    0.2% of the 13F portfolio, value $3,002,614.

    13F-HR 0001468792-26-000011 filed by HARBOR INVESTMENT ADVISORY, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,894 shares
    Change vs previous 13F -709 shares

    0.22% of the 13F portfolio, value $3,111,476.

    13F-HR 0001468792-26-000006 filed by HARBOR INVESTMENT ADVISORY, 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 38,603 shares
    Change vs previous 13F -13,176 shares

    0.25% of the 13F portfolio, value $3,187,450.

    13F-HR 0001468792-26-000005 filed by HARBOR INVESTMENT ADVISORY, 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 51,779 shares
    Change vs previous 13F +6,693 shares

    0.32% of the 13F portfolio, value $4,288,337.

    13F-HR 0001468792-26-000001 filed by HARBOR INVESTMENT ADVISORY, 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 45,086 shares
    Change vs previous 13F +6,436 shares

    0.31% of the 13F portfolio, value $3,740,335.

    13F-HR 0001468792-25-000006 filed by HARBOR INVESTMENT ADVISORY, 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 38,650 shares
    Change vs previous 13F -338 shares

    0.29% of the 13F portfolio, value $3,202,539.

    13F-HR 0001468792-25-000005 filed by HARBOR INVESTMENT ADVISORY, 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 38,988 shares
    Change vs previous 13F -699 shares

    0.31% of the 13F portfolio, value $3,225,477.

    13F-HR 0001468792-25-000004 filed by HARBOR INVESTMENT ADVISORY, 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 39,687 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,253,540.

    13F-HR 0001468792-25-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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