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Disclosery

Kooman & Associates: SHY position timeline

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

Kooman & Associates held 82,245 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,245 shares
    Change vs previous 13F +2,306 shares

    1.81% of the 13F portfolio, value $6,753,137.

    13F-HR 0001961850-26-000004 filed by Kooman & Associates
    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 79,939 shares
    Change vs previous 13F +1,984 shares

    1.97% of the 13F portfolio, value $6,600,563.

    13F-HR 0001961850-26-000003 filed by Kooman & Associates
    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 77,955 shares
    Change vs previous 13F +3,449 shares

    1.91% of the 13F portfolio, value $6,456,233.

    13F-HR 0001961850-26-000001 filed by Kooman & Associates
    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 74,506 shares
    Change vs previous 13F -226 shares

    1.91% of the 13F portfolio, value $6,181,018.

    13F-HR 0001961850-25-000007 filed by Kooman & Associates
    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 74,732 shares
    Change vs previous 13F -4,067 shares

    2.09% of the 13F portfolio, value $6,192,294.

    13F-HR 0001961850-25-000005 filed by Kooman & Associates
    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 78,799 shares
    Change vs previous 13F -1,195 shares

    2.39% of the 13F portfolio, value $6,519,041.

    13F-HR 0001961850-25-000004 filed by Kooman & Associates
    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 79,994 shares
    Change vs previous 13F -824 shares

    2.37% of the 13F portfolio, value $6,557,908.

    13F-HR 0001961850-25-000002 filed by Kooman & Associates
    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 80,818 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $6,720,017.

    13F-HR 0001961850-24-000004 filed by Kooman & Associates
    Filed (acceptance time not in the bulk data set), ingested

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