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Disclosery

Performance Wealth Partners, LLC: SHY position timeline

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

Performance Wealth Partners, LLC held 44,095 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,095 shares
    Change vs previous 13F +3,050 shares

    0.09% of the 13F portfolio, value $3,620,672.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 41,045 shares
    Change vs previous 13F +1,543 shares

    0.1% of the 13F portfolio, value $3,389,127.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 39,502 shares
    Change vs previous 13F -4 shares

    0.09% of the 13F portfolio, value $3,271,571.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 39,506 shares
    Change vs previous 13F -1,915 shares

    0.09% of the 13F portfolio, value $3,277,386.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 41,421 shares
    Change vs previous 13F +107 shares

    0.11% of the 13F portfolio, value $3,432,115.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 41,314 shares
    Change vs previous 13F +102 shares

    0.12% of the 13F portfolio, value $3,417,907.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 41,212 shares
    Change vs previous 13F -831 shares

    0.11% of the 13F portfolio, value $3,378,560.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 42,043 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,495,843.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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