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INSIGNEO ADVISORY SERVICES, LLC: SHY position timeline

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

INSIGNEO ADVISORY SERVICES, LLC held 21,586 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,586 shares
    Change vs previous 13F +3,768 shares

    0.07% of the 13F portfolio, value $1,772,404.

    13F-HR 0001964958-26-000003 filed by INSIGNEO ADVISORY 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 17,818 shares
    Change vs previous 13F +11,391 shares

    0.1% of the 13F portfolio, value $1,471,232.

    13F-HR 0001964958-26-000002 filed by INSIGNEO ADVISORY 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 6,427 shares
    Change vs previous 13F -18,814 shares

    0.04% of the 13F portfolio, value $532,284.

    13F-HR 0001964958-26-000001 filed by INSIGNEO ADVISORY 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 25,241 shares
    Change vs previous 13F +1,571 shares

    0.15% of the 13F portfolio, value $2,094,028.

    13F-HR 0001964958-25-000009 filed by INSIGNEO ADVISORY 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 23,670 shares
    Change vs previous 13F -807 shares

    0.17% of the 13F portfolio, value $1,961,291.

    13F-HR 0001964958-25-000004 filed by INSIGNEO ADVISORY 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 24,477 shares
    Change vs previous 13F +20,270 shares

    0.21% of the 13F portfolio, value $2,024,982.

    13F-HR 0001964958-25-000002 filed by INSIGNEO ADVISORY 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 4,207 shares
    Change vs previous 13F -701 shares

    0.04% of the 13F portfolio, value $344,890.

    13F-HR 0001964958-25-000001 filed by INSIGNEO ADVISORY SERVICES, 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 4,908 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $408,069.

    13F-HR 0001964958-24-000005 filed by INSIGNEO ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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