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Disclosery

MFA Wealth Services: SHY position timeline

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

MFA Wealth Services held 52,765 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,765 shares
    Change vs previous 13F +422 shares

    2.59% of the 13F portfolio, value $4,332,524.

    13F-HR 0001754960-26-000585 filed by MFA Wealth Services
    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 52,343 shares
    Change vs previous 13F -4,080 shares

    2.86% of the 13F portfolio, value $4,321,973.

    13F-HR 0001754960-26-000297 filed by MFA Wealth Services
    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 56,423 shares
    Change vs previous 13F +1,992 shares

    3.16% of the 13F portfolio, value $4,672,972.

    13F-HR 0001754960-26-000075 filed by MFA Wealth Services
    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 54,431 shares
    Change vs previous 13F -9,774 shares

    3.12% of the 13F portfolio, value $4,515,623.

    13F-HR 0001754960-25-000793 filed by MFA Wealth Services
    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 64,205 shares
    Change vs previous 13F +407 shares

    4% of the 13F portfolio, value $5,320,046.

    13F-HR 0001754960-25-000478 filed by MFA Wealth Services
    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 63,798 shares
    Change vs previous 13F +3,142 shares

    4.34% of the 13F portfolio, value $5,278,029.

    13F-HR 0001754960-25-000207 filed by MFA Wealth Services
    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 60,656 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $4,972,575.

    13F-HR 0001754960-25-000045 filed by MFA Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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