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Disclosery

NewEdge Advisors, LLC: SHY position timeline

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

NewEdge Advisors, LLC held 255,245 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 255,245 shares
    Change vs previous 13F -41,517 shares

    0.06% of the 13F portfolio, value $20,958,203.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 296,762 shares
    Change vs previous 13F +147,382 shares

    0.09% of the 13F portfolio, value $24,503,621.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 149,380 shares
    Change vs previous 13F +15,634 shares

    0.04% of the 13F portfolio, value $12,371,626.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 133,746 shares
    Change vs previous 13F +2,007 shares

    0.05% of the 13F portfolio, value $11,095,554.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 131,739 shares
    Change vs previous 13F +916 shares

    0.06% of the 13F portfolio, value $10,915,889.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 130,823 shares
    Change vs previous 13F +26,541 shares

    0.06% of the 13F portfolio, value $10,822,988.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 104,282 shares
    Change vs previous 13F +1,461 shares

    0.05% of the 13F portfolio, value $8,549,059.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 102,821 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $8,549,605.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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