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Disclosery

MBL Wealth, LLC: SHY position timeline

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

MBL Wealth, LLC held 213,461 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 213,461 shares
    Change vs previous 13F +6,390 shares

    1.2% of the 13F portfolio, value $17,527,283.

    13F-HR 0001437749-26-023609 filed by MBL Wealth, 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 207,071 shares
    Change vs previous 13F +13,155 shares

    1.3% of the 13F portfolio, value $17,097,853.

    13F-HR 0001437749-26-013587 filed by MBL Wealth, 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 193,916 shares
    Change vs previous 13F +6,038 shares

    1.29% of the 13F portfolio, value $16,060,124.

    13F-HR 0001437749-26-001627 filed by MBL Wealth, 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 187,878 shares
    Change vs previous 13F +10,146 shares

    1.36% of the 13F portfolio, value $15,586,359.

    13F-HR 0001437749-25-031122 filed by MBL Wealth, 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 177,732 shares
    Change vs previous 13F -1,854 shares

    1.41% of the 13F portfolio, value $14,726,874.

    13F-HR 0001437749-25-023178 filed by MBL Wealth, 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 179,586 shares
    Change vs previous 13F +1,912 shares

    1.51% of the 13F portfolio, value $14,857,150.

    13F-HR 0001437749-25-017955 filed by MBL Wealth, 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 177,674 shares
    Change vs previous 13F +9,877 shares

    1.46% of the 13F portfolio, value $14,565,715.

    13F-HR 0001437749-25-012433 filed by MBL Wealth, 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 167,797 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $13,952,321.

    13F-HR 0001437749-25-000682 filed by MBL Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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