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Disclosery

LOWERY THOMAS, LLC: SHY position timeline

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

LOWERY THOMAS, LLC held 15,377 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,377 shares
    Change vs previous 13F +266 shares

    0.62% of the 13F portfolio, value $1,262,630.

    13F-HR 0001951757-26-001074 filed by LOWERY THOMAS, LLC
    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 15,111 shares
    Change vs previous 13F +1,856 shares

    0.71% of the 13F portfolio, value $1,247,752.

    13F-HR 0001951757-26-000843 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 13,255 shares
    Change vs previous 13F +1,422 shares

    0.62% of the 13F portfolio, value $1,097,769.

    13F-HR 0001951757-26-000298 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,833 shares
    Change vs previous 13F +1,191 shares

    0.57% of the 13F portfolio, value $981,671.

    13F-HR 0001951757-25-001359 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,642 shares
    Change vs previous 13F +1,353 shares

    0.56% of the 13F portfolio, value $881,787.

    13F-HR 0001951757-25-000896 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 9,289 shares
    Change vs previous 13F +5,553 shares

    0.53% of the 13F portfolio, value $768,461.

    13F-HR 0001951757-25-000505 filed by LOWERY THOMAS, LLC
    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 3,736 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $306,256.

    13F-HR 0001951757-25-000206 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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