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Disclosery

Pointe Capital Management LLC: SHY position timeline

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

Pointe Capital Management LLC held 136,813 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,813 shares
    Change vs previous 13F +18,270 shares

    5.03% of the 13F portfolio, value $11,233,740.

    13F-HR 0001640335-26-000004 filed by Pointe Capital Management 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 118,543 shares
    Change vs previous 13F +9,295 shares

    4.85% of the 13F portfolio, value $9,788,134.

    13F-HR 0001640335-26-000003 filed by Pointe Capital Management 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 109,248 shares
    Change vs previous 13F +20,441 shares

    4.49% of the 13F portfolio, value $9,047,948.

    13F-HR 0001640335-26-000001 filed by Pointe Capital Management 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 88,807 shares
    Change vs previous 13F +3,132 shares

    3.6% of the 13F portfolio, value $7,367,404.

    13F-HR 0001640335-25-000006 filed by Pointe Capital Management 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 85,675 shares
    Change vs previous 13F +392 shares

    3.69% of the 13F portfolio, value $7,099,112.

    13F-HR 0001640335-25-000005 filed by Pointe Capital Management 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 85,283 shares
    Change vs previous 13F +2,789 shares

    4.13% of the 13F portfolio, value $7,055,521.

    13F-HR 0001640335-25-000002 filed by Pointe Capital Management 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/A 82,494 shares
    Change vs previous 13F +2,060 shares

    3.89% of the 13F portfolio, value $6,762,923.

    13F-HR/A 0001640335-25-000001 filed by Pointe Capital Management 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 80,434 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $6,688,109.

    13F-HR 0001639695-24-000005 filed by Pointe Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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