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Disclosery

Merited Wealth, LLC: SHY position timeline

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

Merited Wealth, LLC held 6,048 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,048 shares
    Change vs previous 13F -4,038 shares

    0.35% of the 13F portfolio, value $496,592.

    13F-HR 0001214659-26-010438 filed by Merited 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 10,086 shares
    Change vs previous 13F +77 shares

    0.69% of the 13F portfolio, value $832,801.

    13F-HR 0001214659-26-005067 filed by Merited 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 10,009 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $828,946.

    13F-HR 0001214659-26-003829 filed by Merited Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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