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JACOBSON & SCHMITT ADVISORS, LLC: SHYD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JACOBSON & SCHMITT ADVISORS, LLC on SHYD, newest first. How the timeline and the estimate are built.

JACOBSON & SCHMITT ADVISORS, LLC held 39,549 SHYD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,549 shares
    Change vs previous 13F -2,382 shares

    0.15% of the 13F portfolio, value $905,673.

    13F-HR 0001951757-26-001002 filed by JACOBSON & SCHMITT 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 ended2026-03-31
    13F 41,931 shares
    Change vs previous 13F +364 shares

    0.17% of the 13F portfolio, value $950,157.

    13F-HR 0001951757-26-000572 filed by JACOBSON & SCHMITT 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 ended2025-12-31
    13F 41,567 shares
    Change vs previous 13F -2,926 shares

    0.16% of the 13F portfolio, value $952,300.

    13F-HR 0001951757-26-000239 filed by JACOBSON & SCHMITT 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 ended2025-09-30
    13F 44,493 shares
    Change vs previous 13F -17,400 shares

    0.17% of the 13F portfolio, value $1,018,890.

    13F-HR 0001951757-25-001367 filed by JACOBSON & SCHMITT 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 ended2025-06-30
    13F 61,893 shares
    Change vs previous 13F +61,893 shares

    0.25% of the 13F portfolio, value $1,398,114.

    13F-HR 0001951757-25-001034 filed by JACOBSON & SCHMITT 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -59,144 shares

    13F-HR 0001951757-25-000495 filed by JACOBSON & SCHMITT ADVISORS, LLC
    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.

  7. period ended2024-12-31
    13F 59,144 shares
    Change vs previous 13F +6,259 shares

    0.26% of the 13F portfolio, value $1,329,558.

    13F-HR 0001951757-25-000166 filed by JACOBSON & SCHMITT 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 ended2024-09-30
    13F 52,885 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,201,548.

    13F-HR 0001951757-24-001135 filed by JACOBSON & SCHMITT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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