Skip to content
Disclosery

Litman Gregory Wealth Management LLC: SHY position timeline

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

Litman Gregory Wealth Management LLC held 3,350 SHY shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 3,350 shares
    Change vs previous 13F +520 shares

    0.02% of the 13F portfolio, value $277,447.

    13F-HR 0001214659-26-001595 filed by Litman Gregory 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 ended2025-09-30
    13F 2,830 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $234,777.

    13F-HR 0001214659-25-014997 filed by Litman Gregory 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 ended2025-06-30
    13F 2,830 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $234,494.

    13F-HR 0001214659-25-010805 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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