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Disclosery

J. W. Coons Advisors, LLC: SHY position timeline

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

J. W. Coons Advisors, LLC held 15,344 SHY shares at 2025-06-30 per its 13F-HR filed 2025-08-05.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 15,344 shares
    Change vs previous 13F +6 shares

    0.29% of the 13F portfolio, value $1,271,409.

    13F-HR 0001765380-25-000287 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 15,338 shares
    Change vs previous 13F +4 shares

    0.33% of the 13F portfolio, value $1,268,912.

    13F-HR 0001765380-25-000170 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 15,334 shares
    Change vs previous 13F -1,517 shares

    0.32% of the 13F portfolio, value $1,257,086.

    13F-HR 0001765380-25-000034 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 16,851 shares
    Change vs previous 13F +1,422 shares

    0.35% of the 13F portfolio, value $1,401,152.

    13F-HR 0001765380-24-000409 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 15,429 shares
    Change vs previous 13F +1,556 shares

    0.3% of the 13F portfolio, value $1,259,764.

    13F-HR 0001765380-24-000246 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 13,873 shares
    Change vs previous 13F +3 shares

    0.26% of the 13F portfolio, value $1,134,536.

    13F-HR 0001765380-24-000199 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F/A 13,870 shares
    Change vs previous 13F -2,103 shares

    0.31% of the 13F portfolio, value $1,137,857.

    13F-HR/A 0001765380-24-000143 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 15,973 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,293,313.

    13F-HR 0001765380-23-000214 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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