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Disclosery

National Philanthropic Trust: SHY position timeline

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

National Philanthropic Trust held 66,890 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 66,890 shares
    Change vs previous 13F -30,903 shares

    0.08% of the 13F portfolio, value $5,492,338.

    13F-HR 0001193805-26-001094 filed by National Philanthropic Trust
    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 97,793 shares
    Change vs previous 13F +9,233 shares

    0.09% of the 13F portfolio, value $8,074,768.

    13F-HR 0001193805-26-000629 filed by National Philanthropic Trust
    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 88,560 shares
    Change vs previous 13F +2,253 shares

    0.07% of the 13F portfolio, value $7,334,539.

    13F-HR 0001193805-26-000630 filed by National Philanthropic Trust
    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 86,307 shares
    Change vs previous 13F +52 shares

    0.08% of the 13F portfolio, value $7,160,029.

    13F-HR 0001193805-26-000631 filed by National Philanthropic Trust
    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 86,255 shares
    Change vs previous 13F -3,038 shares

    0.1% of the 13F portfolio, value $7,147,089.

    13F-HR 0001193805-26-000632 filed by National Philanthropic Trust
    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 89,293 shares
    Change vs previous 13F -16,435 shares

    0.12% of the 13F portfolio, value $7,387,210.

    13F-HR 0001193805-26-000634 filed by National Philanthropic Trust
    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 105,728 shares
    Change vs previous 13F +39,248 shares

    0.12% of the 13F portfolio, value $8,667,581.

    13F-HR 0001193805-26-000635 filed by National Philanthropic Trust
    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 66,480 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,527,812.

    13F-HR 0001193805-26-000637 filed by National Philanthropic Trust
    Filed (acceptance time not in the bulk data set), ingested

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