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Disclosery

Modern Wealth Management, LLC: SHY position timeline

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

Modern Wealth Management, LLC held 849,764 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 849,764 shares
    Change vs previous 13F +379,973 shares

    0.83% of the 13F portfolio, value $69,774,116.

    13F-HR 0002001900-26-000007 filed by Modern 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 469,791 shares
    Change vs previous 13F +35,817 shares

    0.66% of the 13F portfolio, value $38,673,197.

    13F-HR 0002001900-26-000006 filed by Modern 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 433,974 shares
    Change vs previous 13F +16,399 shares

    0.66% of the 13F portfolio, value $35,941,740.

    13F-HR 0002001900-26-000001 filed by Modern 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 417,575 shares
    Change vs previous 13F -46,772 shares

    0.69% of the 13F portfolio, value $34,642,059.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 464,347 shares
    Change vs previous 13F +72,128 shares

    0.96% of the 13F portfolio, value $38,475,810.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 392,219 shares
    Change vs previous 13F +20,832 shares

    1.04% of the 13F portfolio, value $32,448,272.

    13F-HR/A 0002001900-25-000019 filed by Modern 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/A 371,387 shares
    Change vs previous 13F +283,716 shares

    1.14% of the 13F portfolio, value $30,446,266.

    13F-HR/A 0002001900-25-000017 filed by Modern 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/A 87,671 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $7,289,809.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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