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NAPA WEALTH MANAGEMENT: SHY position timeline

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

NAPA WEALTH MANAGEMENT held 3,317 SHY shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,317 shares
    Change vs previous 13F -375 shares

    0.13% of the 13F portfolio, value $275,178.

    13F-HR 0001172661-25-004716 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 3,692 shares
    Change vs previous 13F -330 shares

    0.15% of the 13F portfolio, value $305,919.

    13F-HR 0001172661-25-003431 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,022 shares
    Change vs previous 13F -523 shares

    0.19% of the 13F portfolio, value $332,740.

    13F-HR 0001172661-25-001900 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 4,545 shares
    Change vs previous 13F -5,562 shares

    0.16% of the 13F portfolio, value $372,599.

    13F-HR 0001172661-25-001047 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 10,107 shares
    Change vs previous 13F -4,655 shares

    0.4% of the 13F portfolio, value $840,397.

    13F-HR 0001172661-24-004513 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 14,762 shares
    Change vs previous 13F -7,044 shares

    0.81% of the 13F portfolio, value $1,205,317.

    13F-HR 0001172661-24-003496 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 21,806 shares
    Change vs previous 13F -40,615 shares

    0.94% of the 13F portfolio, value $1,783,295.

    13F-HR 0001172661-24-003494 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 62,421 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $5,121,019.

    13F-HR 0001172661-24-001665 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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