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LFA - Lugano Financial Advisors SA: SHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LFA - Lugano Financial Advisors SA on SHY, newest first. How the timeline and the estimate are built.

LFA - Lugano Financial Advisors SA held 25,214 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,214 shares
    Change vs previous 13F +68 shares

    1.25% of the 13F portfolio, value $2,070,322.

    13F-HR 0001737871-26-000004 filed by LFA - Lugano Financial Advisors SA
    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 25,146 shares
    Change vs previous 13F +598 shares

    1.05% of the 13F portfolio, value $2,064,004.

    13F-HR 0001737871-26-000002 filed by LFA - Lugano Financial Advisors SA
    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 24,548 shares
    Change vs previous 13F +159 shares

    1.05% of the 13F portfolio, value $2,033,065.

    13F-HR 0001737871-26-000001 filed by LFA - Lugano Financial Advisors SA
    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 24,389 shares
    Change vs previous 13F +1,023 shares

    1.06% of the 13F portfolio, value $2,017,061.

    13F-HR 0001737871-25-000006 filed by LFA - Lugano Financial Advisors SA
    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 23,366 shares
    Change vs previous 13F -1,405 shares

    1.14% of the 13F portfolio, value $1,923,625.

    13F-HR 0001737871-25-000004 filed by LFA - Lugano Financial Advisors SA
    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 24,771 shares
    Change vs previous 13F -388 shares

    1.39% of the 13F portfolio, value $2,049,305.

    13F-HR 0001737871-25-000002 filed by LFA - Lugano Financial Advisors SA
    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 25,159 shares
    Change vs previous 13F -3,662 shares

    1.35% of the 13F portfolio, value $2,062,535.

    13F-HR 0001737871-25-000001 filed by LFA - Lugano Financial Advisors SA
    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 28,821 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,396,466.

    13F-HR 0001737871-24-000005 filed by LFA - Lugano Financial Advisors SA
    Filed (acceptance time not in the bulk data set), ingested

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