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Disclosery

L.K. Benson & Company, P.C.: SHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.K. Benson & Company, P.C. on SHY, newest first. How the timeline and the estimate are built.

L.K. Benson & Company, P.C. held 13,993 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,993 shares
    Change vs previous 13F +3,671 shares

    0.35% of the 13F portfolio, value $1,148,966.

    13F-HR 0002055235-26-000004 filed by L.K. Benson & Company, P.C.
    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 10,322 shares
    Change vs previous 13F +978 shares

    0.28% of the 13F portfolio, value $852,276.

    13F-HR 0002055235-26-000002 filed by L.K. Benson & Company, P.C.
    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 9,344 shares
    Change vs previous 13F +4,187 shares

    0.39% of the 13F portfolio, value $773,895.

    13F-HR 0002055235-26-000001 filed by L.K. Benson & Company, P.C.
    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 5,157 shares
    Change vs previous 13F +5 shares

    0.23% of the 13F portfolio, value $427,802.

    13F-HR 0002055235-25-000002 filed by L.K. Benson & Company, P.C.
    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 5,152 shares
    Change vs previous 13F +5 shares

    0.26% of the 13F portfolio, value $426,868.

    13F-HR 0001085146-25-004077 filed by L.K. Benson & Company, P.C.
    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 5,147 shares
    Change vs previous 13F -517 shares

    0.29% of the 13F portfolio, value $425,777.

    13F-HR 0001085146-25-002346 filed by L.K. Benson & Company, P.C.
    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 5,664 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $464,317.

    13F-HR 0001085146-25-000955 filed by L.K. Benson & Company, P.C.
    Filed (acceptance time not in the bulk data set), ingested

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