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MinichMacGregor Wealth Management, LLC: SHY position timeline

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

MinichMacGregor Wealth Management, LLC held 64,091 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,091 shares
    Change vs previous 13F +2,924 shares

    0.8% of the 13F portfolio, value $5,262,512.

    13F-HR 0001172661-26-002643 filed by MinichMacGregor Wealth Management, 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 61,167 shares
    Change vs previous 13F +5,709 shares

    0.89% of the 13F portfolio, value $5,050,567.

    13F-HR 0001172661-26-001514 filed by MinichMacGregor Wealth Management, 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 55,458 shares
    Change vs previous 13F +1,724 shares

    0.83% of the 13F portfolio, value $4,593,032.

    13F-HR 0001172661-26-000974 filed by MinichMacGregor Wealth Management, 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 53,734 shares
    Change vs previous 13F -1,861 shares

    0.87% of the 13F portfolio, value $4,457,773.

    13F-HR 0001172661-25-004469 filed by MinichMacGregor Wealth Management, 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 55,595 shares
    Change vs previous 13F -1,785 shares

    0.99% of the 13F portfolio, value $4,606,602.

    13F-HR 0001172661-25-002620 filed by MinichMacGregor Wealth Management, 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 57,380 shares
    Change vs previous 13F +10,370 shares

    1.06% of the 13F portfolio, value $4,747,047.

    13F-HR 0001172661-25-001533 filed by MinichMacGregor Wealth Management, 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 47,010 shares
    Change vs previous 13F +1,396 shares

    0.8% of the 13F portfolio, value $3,853,880.

    13F-HR 0001172661-25-000264 filed by MinichMacGregor Wealth Management, 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 45,614 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $3,792,804.

    13F-HR 0001172661-24-004416 filed by MinichMacGregor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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