Skip to content
Disclosery

King Wealth Management Group: SHY position timeline

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

King Wealth Management Group held 19,569 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,569 shares
    Change vs previous 13F -219 shares

    0.18% of the 13F portfolio, value $1,607,000.

    13F-HR 0001568235-26-000008 filed by King Wealth Management Group
    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 19,788 shares
    Change vs previous 13F +1,450 shares

    0.2% of the 13F portfolio, value $1,634,000.

    13F-HR 0001568235-26-000005 filed by King Wealth Management Group
    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 18,338 shares
    Change vs previous 13F -317 shares

    0.18% of the 13F portfolio, value $1,519,000.

    13F-HR 0001568235-26-000003 filed by King Wealth Management Group
    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 18,655 shares
    Change vs previous 13F -326 shares

    0.19% of the 13F portfolio, value $1,548,000.

    13F-HR 0001568235-25-000013 filed by King Wealth Management Group
    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 18,981 shares
    Change vs previous 13F -698 shares

    0.21% of the 13F portfolio, value $1,573,000.

    13F-HR 0001568235-25-000011 filed by King Wealth Management Group
    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 19,679 shares
    Change vs previous 13F -776 shares

    0.25% of the 13F portfolio, value $1,628,000.

    13F-HR 0001568235-25-000006 filed by King Wealth Management Group
    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 20,455 shares
    Change vs previous 13F -93 shares

    0.24% of the 13F portfolio, value $1,677,000.

    13F-HR 0001568235-25-000004 filed by King Wealth Management Group
    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 20,548 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,709,000.

    13F-HR 0001568235-24-000012 filed by King Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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