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Disclosery

PMG Wealth Management, Inc.: SHY position timeline

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

PMG Wealth Management, Inc. held 24,828 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,828 shares
    Change vs previous 13F -619 shares

    1.26% of the 13F portfolio, value $2,032,718.

    13F-HR 0001214659-26-009603 filed by PMG Wealth Management, Inc.
    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 25,447 shares
    Change vs previous 13F -2,275 shares

    1.51% of the 13F portfolio, value $2,094,873.

    13F-HR 0001214659-26-004768 filed by PMG Wealth Management, Inc.
    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 27,722 shares
    Change vs previous 13F +200 shares

    1.68% of the 13F portfolio, value $2,295,936.

    13F-HR 0001214659-26-000777 filed by PMG Wealth Management, Inc.
    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 27,522 shares
    Change vs previous 13F -195 shares

    1.74% of the 13F portfolio, value $2,279,259.

    13F-HR 0001214659-25-015655 filed by PMG Wealth Management, Inc.
    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 27,717 shares
    Change vs previous 13F -765 shares

    1.89% of the 13F portfolio, value $2,289,313.

    13F-HR 0001214659-25-010490 filed by PMG Wealth Management, Inc.
    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 28,482 shares
    Change vs previous 13F +350 shares

    2.49% of the 13F portfolio, value $2,348,341.

    13F-HR 0001214659-25-005623 filed by PMG Wealth Management, Inc.
    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 28,132 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $2,306,261.

    13F-HR 0001214659-25-001715 filed by PMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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