PENOBSCOT WEALTH MANAGEMENT: SHYD position timeline

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

PENOBSCOT WEALTH MANAGEMENT held 15,047 SHYD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

period ended2026-06-30
13F 15,047 shares
Change vs previous 13F +4,267 shares
0.09% of the 13F portfolio, value $344,576.
13F-HR 0002063364-26-000206 filed by PENOBSCOT WEALTH MANAGEMENT
Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 10,780 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $244,275.
13F-HR 0002063364-26-000111 filed by PENOBSCOT WEALTH MANAGEMENT
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 10,780 shares
Change vs previous 13F +10,780 shares
0.08% of the 13F portfolio, value $246,970.
13F-HR 0002063364-26-000073 filed by PENOBSCOT WEALTH MANAGEMENT
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 0 shares
Change vs previous 13F -8,942 shares
13F-HR 0002063364-25-000160 filed by PENOBSCOT WEALTH MANAGEMENT
Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 8,942 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $201,103.
13F-HR 0002063364-25-000041 filed by PENOBSCOT WEALTH MANAGEMENT
Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).