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Disclosery

Obermeyer Wealth Partners: SHY position timeline

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

Obermeyer Wealth Partners held 8,867 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,867 shares
    Change vs previous 13F -351 shares

    0.03% of the 13F portfolio, value $728,069.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 9,218 shares
    Change vs previous 13F -567 shares

    0.04% of the 13F portfolio, value $761,130.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 9,785 shares
    Change vs previous 13F -323 shares

    0.04% of the 13F portfolio, value $810,394.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 10,108 shares
    Change vs previous 13F +4,050 shares

    0.04% of the 13F portfolio, value $838,560.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    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 6,058 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $501,966.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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