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Disclosery

MBA Advisors LLC: SHY position timeline

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

MBA Advisors LLC held 138,014 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 138,014 shares
    Change vs previous 13F +13,882 shares

    3.86% of the 13F portfolio, value $11,332,315.

    13F-HR 0001848704-26-000003 filed by MBA Advisors 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 124,132 shares
    Change vs previous 13F +11,787 shares

    3.94% of the 13F portfolio, value $10,249,555.

    13F-HR 0001848704-26-000002 filed by MBA Advisors 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 112,345 shares
    Change vs previous 13F +7,122 shares

    3.75% of the 13F portfolio, value $9,304,383.

    13F-HR 0001848704-26-000001 filed by MBA Advisors 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 105,223 shares
    Change vs previous 13F +17,816 shares

    3.73% of the 13F portfolio, value $8,729,340.

    13F-HR 0001848704-25-000002 filed by MBA Advisors 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 87,407 shares
    Change vs previous 13F +30,720 shares

    3.34% of the 13F portfolio, value $7,242,574.

    13F-HR 0001085146-25-003959 filed by MBA Advisors 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 56,687 shares
    Change vs previous 13F +1,808 shares

    2.32% of the 13F portfolio, value $4,689,735.

    13F-HR 0001085146-25-002414 filed by MBA Advisors 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 54,879 shares
    Change vs previous 13F -3,338 shares

    2.28% of the 13F portfolio, value $4,498,994.

    13F-HR 0001085146-25-000583 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 58,217 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $4,840,744.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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