Skip to content
Disclosery

Kiker Wealth Management, LLC: SHY position timeline

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

Kiker Wealth Management, LLC held 77,686 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,686 shares
    Change vs previous 13F +15,581 shares

    2.49% of the 13F portfolio, value $6,378,836.

    13F-HR 0001398344-26-013152 filed by Kiker Wealth Management, 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 62,105 shares
    Change vs previous 13F +59,818 shares

    2.45% of the 13F portfolio, value $5,128,002.

    13F-HR 0001398344-26-008468 filed by Kiker Wealth Management, 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 2,287 shares
    Change vs previous 13F -46,990 shares

    6.28% of the 13F portfolio, value $189,409.

    13F-HR 0001398344-26-001659 filed by Kiker Wealth Management, 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 49,277 shares
    Change vs previous 13F +3,515 shares

    2.07% of the 13F portfolio, value $4,088,037.

    13F-HR 0001398344-25-019800 filed by Kiker Wealth Management, 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 45,762 shares
    Change vs previous 13F +3,004 shares

    2.14% of the 13F portfolio, value $3,791,844.

    13F-HR 0001398344-25-013845 filed by Kiker Wealth Management, 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 42,758 shares
    Change vs previous 13F +5,721 shares

    2.41% of the 13F portfolio, value $3,537,368.

    13F-HR 0001398344-25-009691 filed by Kiker Wealth Management, 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 37,037 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $3,036,259.

    13F-HR 0001398344-25-002402 filed by Kiker Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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