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Disclosery

Independent Family Office, LLC: SHY position timeline

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

Independent Family Office, LLC held 10,708 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 10,708 shares
    Change vs previous 13F -3,046 shares

    0.35% of the 13F portfolio, value $879,198.

    13F-HR 0001951757-26-001227 filed by Independent Family Office, 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 13,754 shares
    Change vs previous 13F -224 shares

    0.47% of the 13F portfolio, value $1,135,631.

    13F-HR 0001951757-26-000873 filed by Independent Family Office, 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 13,978 shares
    Change vs previous 13F -190 shares

    0.48% of the 13F portfolio, value $1,157,621.

    13F-HR 0001951757-26-000462 filed by Independent Family Office, 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 14,168 shares
    Change vs previous 13F -2,059 shares

    0.5% of the 13F portfolio, value $1,175,341.

    13F-HR 0001951757-25-001422 filed by Independent Family Office, 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 16,227 shares
    Change vs previous 13F -1,672 shares

    0.62% of the 13F portfolio, value $1,344,533.

    13F-HR 0001951757-25-001072 filed by Independent Family Office, 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 17,899 shares
    Change vs previous 13F -3,275 shares

    0.78% of the 13F portfolio, value $1,480,748.

    13F-HR 0001951757-25-000549 filed by Independent Family Office, 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 21,174 shares
    Change vs previous 13F -16,375 shares

    0.9% of the 13F portfolio, value $1,735,808.

    13F-HR 0001951757-25-000227 filed by Independent Family Office, 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 37,549 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $3,122,163.

    13F-HR 0001951757-24-001205 filed by Independent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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