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Disclosery

Invariant Investment Management: SHY position timeline

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

Invariant Investment Management held 107,818 SHY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 107,818 shares
    Change vs previous 13F +824 shares

    5.05% of the 13F portfolio, value $8,738,626.

    13F-HR 0001754960-26-000822 filed by Invariant Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 106,994 shares
    Change vs previous 13F +572 shares

    5.14% of the 13F portfolio, value $8,771,402.

    13F-HR 0001754960-26-000436 filed by Invariant Investment Management
    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 106,422 shares
    Change vs previous 13F -868 shares

    5.4% of the 13F portfolio, value $8,773,435.

    13F-HR 0001754960-26-000231 filed by Invariant Investment Management
    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 107,290 shares
    Change vs previous 13F not available

    5.69% of the 13F portfolio, value $8,886,838.

    13F-HR 0001754960-26-000110 filed by Invariant Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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