Martin Capital Partners, LLC: SHY position timeline

Martin Capital Partners, LLC held 45,903 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 45,903 shares

   Change vs previous 13F +897 shares

   1.34% of the 13F portfolio, value $3,727,324.

   13F-HR 0001731216-26-000004 filed by Martin Capital Partners, LLC
   Accepted 2026-10-07 14:28:03 UTC, ingested 2026-10-07 14:28:29 UTC

2. period ended2026-06-30

   13F 45,006 shares

   Change vs previous 13F -1,302 shares

   1.36% of the 13F portfolio, value $3,695,443.

   13F-HR 0001731216-26-000003 filed by Martin Capital Partners, LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 46,308 shares

   Change vs previous 13F -305 shares

   1.42% of the 13F portfolio, value $3,824,000.

   13F-HR 0001731216-26-000002 filed by Martin Capital Partners, LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 46,613 shares

   Change vs previous 13F -816 shares

   1.45% of the 13F portfolio, value $3,860,000.

   13F-HR 0001731216-26-000001 filed by Martin Capital Partners, LLC
   Filed 2026-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 47,429 shares

   Change vs previous 13F -4,012 shares

   1.53% of the 13F portfolio, value $3,935,000.

   13F-HR 0001731216-25-000005 filed by Martin Capital Partners, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 51,441 shares

   Change vs previous 13F +21,047 shares

   1.67% of the 13F portfolio, value $4,262,000.

   13F-HR 0001731216-25-000003 filed by Martin Capital Partners, LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 30,394 shares

   Change vs previous 13F -947 shares

   3.01% of the 13F portfolio, value $2,514,000.

   13F-HR 0001731216-25-000002 filed by Martin Capital Partners, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 31,341 shares

   Change vs previous 13F not available

   3.05% of the 13F portfolio, value $2,569,000.

   13F-HR 0001731216-25-000001 filed by Martin Capital Partners, LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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