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Hughes Financial Services, LLC: SHY position timeline

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

Hughes Financial Services, LLC held 121 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121 shares
    Change vs previous 13F -180,018 shares

    <0.01% of the 13F portfolio, value $9,935.

    13F-HR 0002054465-26-000003 filed by Hughes Financial Services, 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 180,139 shares
    Change vs previous 13F +4,661 shares

    2.29% of the 13F portfolio, value $14,874,077.

    13F-HR 0002054465-26-000002 filed by Hughes Financial Services, 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 175,478 shares
    Change vs previous 13F +18,156 shares

    2.28% of the 13F portfolio, value $14,533,088.

    13F-HR 0002054465-26-000001 filed by Hughes Financial Services, 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 157,322 shares
    Change vs previous 13F +5,522 shares

    2.07% of the 13F portfolio, value $13,027,835.

    13F-HR 0002054465-25-000005 filed by Hughes Financial Services, 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 151,800 shares
    Change vs previous 13F -2,140 shares

    2.16% of the 13F portfolio, value $12,550,824.

    13F-HR 0002054465-25-000004 filed by Hughes Financial Services, 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 153,940 shares
    Change vs previous 13F -55,777 shares

    2.48% of the 13F portfolio, value $12,696,971.

    13F-HR 0002054465-25-000002 filed by Hughes Financial Services, 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 209,717 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $17,192,600.

    13F-HR 0002054465-25-000001 filed by Hughes Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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