Skip to content
Disclosery

Net Worth Advisory Group: SHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on SHY, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 3,780 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,780 shares
    Change vs previous 13F -131,818 shares

    0.08% of the 13F portfolio, value $310,395.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 135,598 shares
    Change vs previous 13F +2,187 shares

    2.32% of the 13F portfolio, value $11,196,314.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 133,411 shares
    Change vs previous 13F +10,389 shares

    2.23% of the 13F portfolio, value $11,049,059.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 123,022 shares
    Change vs previous 13F -3,045 shares

    2.95% of the 13F portfolio, value $10,205,917.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 126,067 shares
    Change vs previous 13F -1,512 shares

    2.32% of the 13F portfolio, value $10,445,945.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 127,579 shares
    Change vs previous 13F -363 shares

    3.32% of the 13F portfolio, value $10,554,645.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 127,942 shares
    Change vs previous 13F -588 shares

    3.18% of the 13F portfolio, value $10,488,674.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 128,530 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $10,687,288.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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