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Modus Advisors, LLC: SHY position timeline

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

Modus Advisors, LLC held 78,243 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,243 shares
    Change vs previous 13F +2,190 shares

    1.59% of the 13F portfolio, value $6,424,567.

    13F-HR 0001799284-26-000003 filed by Modus Advisors, 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 76,053 shares
    Change vs previous 13F +6,564 shares

    1.73% of the 13F portfolio, value $6,279,659.

    13F-HR 0001799284-26-000002 filed by Modus 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 ended2025-12-31
    13F 69,489 shares
    Change vs previous 13F +238 shares

    1.52% of the 13F portfolio, value $5,755,093.

    13F-HR 0001799284-26-000001 filed by Modus 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 ended2025-09-30
    13F 69,251 shares
    Change vs previous 13F +2,292 shares

    1.56% of the 13F portfolio, value $5,745,070.

    13F-HR 0001799284-25-000005 filed by Modus 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 ended2025-06-30
    13F 66,959 shares
    Change vs previous 13F -933 shares

    1.65% of the 13F portfolio, value $5,548,200.

    13F-HR 0001799284-25-000003 filed by Modus 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 ended2025-03-31
    13F 67,892 shares
    Change vs previous 13F -1,651 shares

    1.84% of the 13F portfolio, value $5,616,742.

    13F-HR 0001799284-25-000002 filed by Modus 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 ended2024-12-31
    13F 69,543 shares
    Change vs previous 13F +502 shares

    1.79% of the 13F portfolio, value $5,701,121.

    13F-HR 0001799284-25-000001 filed by Modus Advisors, 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 69,041 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $5,740,742.

    13F-HR 0001799284-24-000004 filed by Modus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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