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Mezzasalma Advisors, LLC: SHY position timeline

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

Mezzasalma Advisors, LLC held 9,101 SHY shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,101 shares
    Change vs previous 13F +576 shares

    0.15% of the 13F portfolio, value $738,970.

    13F-HR 0001864916-26-000005 filed by Mezzasalma Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,525 shares
    Change vs previous 13F +150 shares

    0.14% of the 13F portfolio, value $700,012.

    13F-HR 0001864916-26-000003 filed by Mezzasalma 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 ended2026-03-31
    13F 8,375 shares
    Change vs previous 13F +45 shares

    0.18% of the 13F portfolio, value $691,515.

    13F-HR 0001864916-26-000002 filed by Mezzasalma 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 ended2025-12-31
    13F 8,330 shares
    Change vs previous 13F +576 shares

    0.17% of the 13F portfolio, value $690,151.

    13F-HR 0001864916-26-000001 filed by Mezzasalma 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 ended2025-09-30
    13F 7,754 shares
    Change vs previous 13F +322 shares

    0.16% of the 13F portfolio, value $643,250.

    13F-HR 0001864916-25-000004 filed by Mezzasalma 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 ended2025-06-30
    13F 7,432 shares
    Change vs previous 13F +49 shares

    0.18% of the 13F portfolio, value $615,775.

    13F-HR 0001085146-25-004268 filed by Mezzasalma 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 ended2025-03-31
    13F 7,383 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $610,760.

    13F-HR 0001085146-25-002195 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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