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Disclosery

Keel Point, LLC: SHY position timeline

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

Keel Point, LLC held 55,340 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 55,340 shares
    Change vs previous 13F +550 shares

    0.27% of the 13F portfolio, value $4,544,003.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 54,790 shares
    Change vs previous 13F +16,392 shares

    0.3% of the 13F portfolio, value $4,523,970.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 38,398 shares
    Change vs previous 13F +142 shares

    0.19% of the 13F portfolio, value $3,180,124.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 38,256 shares
    Change vs previous 13F -3,978 shares

    0.2% of the 13F portfolio, value $3,173,694.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 42,234 shares
    Change vs previous 13F +6,105 shares

    0.23% of the 13F portfolio, value $3,499,476.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 36,129 shares
    Change vs previous 13F -19,402 shares

    0.23% of the 13F portfolio, value $2,988,955.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 55,531 shares
    Change vs previous 13F +648 shares

    0.36% of the 13F portfolio, value $4,552,391.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 54,883 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,563,482.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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