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INVESTMENT HOUSE LLC: SHY position timeline

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

INVESTMENT HOUSE LLC held 36,700 SHY shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 36,700 shares
    Change vs previous 13F -1,575 shares

    0.14% of the 13F portfolio, value $3,013,413.

    13F-HR/A 0001398344-26-013195 filed by INVESTMENT HOUSE 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 38,275 shares
    Change vs previous 13F -1,179 shares

    0.16% of the 13F portfolio, value $3,160,394.

    13F-HR 0001398344-26-007561 filed by INVESTMENT HOUSE 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 39,454 shares
    Change vs previous 13F -3,607 shares

    0.16% of the 13F portfolio, value $3,267,579.

    13F-HR 0001398344-26-002352 filed by INVESTMENT HOUSE 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 43,061 shares
    Change vs previous 13F -2,478 shares

    0.17% of the 13F portfolio, value $3,572,325.

    13F-HR 0001398344-25-020085 filed by INVESTMENT HOUSE 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 45,539 shares
    Change vs previous 13F +6,392 shares

    0.19% of the 13F portfolio, value $3,773,387.

    13F-HR 0001398344-25-015489 filed by INVESTMENT HOUSE 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 39,147 shares
    Change vs previous 13F -18,297 shares

    0.18% of the 13F portfolio, value $3,238,631.

    13F-HR 0001398344-25-008970 filed by INVESTMENT HOUSE 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 57,444 shares
    Change vs previous 13F +7,905 shares

    0.26% of the 13F portfolio, value $4,709,259.

    13F-HR 0001398344-25-002354 filed by INVESTMENT HOUSE 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 49,539 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,119,168.

    13F-HR 0001398344-24-020161 filed by INVESTMENT HOUSE LLC
    Filed (acceptance time not in the bulk data set), ingested

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