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Lake Hills Wealth Management, LLC: SHY position timeline

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

Lake Hills Wealth Management, LLC held 121,755 SHY shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 121,755 shares
    Change vs previous 13F -2,993 shares

    4.54% of the 13F portfolio, value $9,886,506.

    13F-HR 0001214659-26-012617 filed by Lake Hills Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 124,748 shares
    Change vs previous 13F +44,129 shares

    4.66% of the 13F portfolio, value $10,243,058.

    13F-HR 0001214659-26-008272 filed by Lake Hills 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 ended2026-03-31
    13F 80,619 shares
    Change vs previous 13F -148,493 shares

    3.72% of the 13F portfolio, value $6,656,711.

    13F-HR 0001214659-26-004538 filed by Lake Hills 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 ended2025-12-31
    13F 229,112 shares
    Change vs previous 13F -288,627 shares

    9.9% of the 13F portfolio, value $18,975,056.

    13F-HR 0001214659-26-000220 filed by Lake Hills 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 ended2025-09-30
    13F 517,739 shares
    Change vs previous 13F +360,936 shares

    22.93% of the 13F portfolio, value $42,951,627.

    13F-HR 0001214659-25-014903 filed by Lake Hills 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 ended2025-06-30
    13F 156,803 shares
    Change vs previous 13F -60,085 shares

    7.44% of the 13F portfolio, value $12,992,697.

    13F-HR 0001214659-25-010197 filed by Lake Hills 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 ended2025-03-31
    13F 216,888 shares
    Change vs previous 13F +56,583 shares

    12.39% of the 13F portfolio, value $17,943,144.

    13F-HR 0001214659-25-005776 filed by Lake Hills 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 ended2024-12-31
    13F 160,305 shares
    Change vs previous 13F not available

    8.98% of the 13F portfolio, value $13,141,804.

    13F-HR 0001214659-25-000884 filed by Lake Hills Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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