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KFA Private Wealth Group, LLC: SHY position timeline

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

KFA Private Wealth Group, LLC held 91,782 SHY shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 91,782 shares
    Change vs previous 13F -18,860 shares

    1.75% of the 13F portfolio, value $7,452,703.

    13F-HR 0001172661-26-004425 filed by KFA Private Wealth Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 110,642 shares
    Change vs previous 13F +13,181 shares

    2.19% of the 13F portfolio, value $9,084,831.

    13F-HR 0001172661-26-002837 filed by KFA Private Wealth Group, LLC
    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 97,461 shares
    Change vs previous 13F +5,265 shares

    1.93% of the 13F portfolio, value $8,047,391.

    13F-HR 0001172661-26-001517 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 92,196 shares
    Change vs previous 13F +27,986 shares

    1.86% of the 13F portfolio, value $7,635,676.

    13F-HR 0001172661-26-000027 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 64,210 shares
    Change vs previous 13F +2,301 shares

    1.52% of the 13F portfolio, value $5,326,921.

    13F-HR 0001172661-25-004161 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 61,909 shares
    Change vs previous 13F +13,838 shares

    1.59% of the 13F portfolio, value $5,129,811.

    13F-HR 0001172661-25-002711 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 48,071 shares
    Change vs previous 13F +8,695 shares

    1.39% of the 13F portfolio, value $3,976,928.

    13F-HR 0001172661-25-001601 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 39,376 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $3,228,060.

    13F-HR 0001172661-25-000314 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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