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Disclosery

Innova Wealth Partners: SHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Innova Wealth Partners on SHY, newest first. How the timeline and the estimate are built.

Innova Wealth Partners held 192,708 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,708 shares
    Change vs previous 13F -125,435 shares

    6.55% of the 13F portfolio, value $15,823,218.

    13F-HR 0001888831-26-000003 filed by Innova Wealth Partners
    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 318,143 shares
    Change vs previous 13F +182,540 shares

    12.49% of the 13F portfolio, value $26,269,090.

    13F-HR 0001888831-26-000002 filed by Innova Wealth Partners
    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 135,603 shares
    Change vs previous 13F -45,147 shares

    5.67% of the 13F portfolio, value $11,230,629.

    13F-HR 0001888831-26-000001 filed by Innova Wealth Partners
    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 180,750 shares
    Change vs previous 13F -61,841 shares

    8.1% of the 13F portfolio, value $14,995,020.

    13F-HR 0001888831-25-000007 filed by Innova Wealth Partners
    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 242,591 shares
    Change vs previous 13F -138,127 shares

    11.82% of the 13F portfolio, value $20,101,090.

    13F-HR 0001888831-25-000004 filed by Innova Wealth Partners
    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 380,718 shares
    Change vs previous 13F +122,566 shares

    19.52% of the 13F portfolio, value $31,496,800.

    13F-HR 0001888831-25-000003 filed by Innova Wealth Partners
    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 258,152 shares
    Change vs previous 13F +258,152 shares

    13.33% of the 13F portfolio, value $21,163,301.

    13F-HR 0001888831-25-000002 filed by Innova Wealth Partners
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0001606507-24-000009 filed by Innova Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.