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Mutual Advisors, LLC: SHY position timeline

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

Mutual Advisors, LLC held 99,325 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 99,325 shares
    Change vs previous 13F +3,906 shares

    0.15% of the 13F portfolio, value $8,155,562.

    13F-HR 0001986152-26-000154 filed by Mutual 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 95,419 shares
    Change vs previous 13F +5,123 shares

    0.17% of the 13F portfolio, value $7,878,768.

    13F-HR 0001986152-26-000054 filed by Mutual 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 90,296 shares
    Change vs previous 13F +3,741 shares

    0.16% of the 13F portfolio, value $7,478,334.

    13F-HR 0001986152-26-000005 filed by Mutual 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 86,555 shares
    Change vs previous 13F -15,483 shares

    0.16% of the 13F portfolio, value $7,189,250.

    13F-HR 0001986152-25-000100 filed by Mutual 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 102,038 shares
    Change vs previous 13F +9,891 shares

    0.21% of the 13F portfolio, value $8,423,231.

    13F-HR 0001986152-25-000050 filed by Mutual 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 92,147 shares
    Change vs previous 13F +2,088 shares

    0.22% of the 13F portfolio, value $7,633,488.

    13F-HR 0001986152-25-000037 filed by Mutual 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 90,059 shares
    Change vs previous 13F -7,657 shares

    0.21% of the 13F portfolio, value $7,393,857.

    13F-HR 0001986152-25-000002 filed by Mutual 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 97,716 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,056,677.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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