Skip to content
Disclosery

Koa Wealth Management, LLC: SHY position timeline

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

Koa Wealth Management, LLC held 73,075 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,075 shares
    Change vs previous 13F +6,312 shares

    4.08% of the 13F portfolio, value $6,000,188.

    13F-HR 0001172661-26-002703 filed by Koa 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 66,763 shares
    Change vs previous 13F -2,286 shares

    3.99% of the 13F portfolio, value $5,512,621.

    13F-HR 0001172661-26-001567 filed by Koa 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 69,049 shares
    Change vs previous 13F +2,403 shares

    3.93% of the 13F portfolio, value $5,718,638.

    13F-HR 0001172661-26-000393 filed by Koa 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 66,646 shares
    Change vs previous 13F +4,975 shares

    4.1% of the 13F portfolio, value $5,528,952.

    13F-HR 0001172661-25-004446 filed by Koa 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 61,671 shares
    Change vs previous 13F +3,535 shares

    4.06% of the 13F portfolio, value $5,110,059.

    13F-HR 0001172661-25-002749 filed by Koa 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 58,136 shares
    Change vs previous 13F -1,151 shares

    3.88% of the 13F portfolio, value $4,809,591.

    13F-HR 0001172661-25-001663 filed by Koa 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 59,287 shares
    Change vs previous 13F +882 shares

    3.97% of the 13F portfolio, value $4,860,348.

    13F-HR 0001172661-25-000327 filed by Koa Wealth Management, 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 58,405 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $4,856,376.

    13F-HR 0001172661-24-004482 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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