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Premier Path Wealth Partners, LLC: SHY position timeline

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

Premier Path Wealth Partners, LLC held 108,868 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,868 shares
    Change vs previous 13F +7,129 shares

    1.03% of the 13F portfolio, value $8,939,179.

    13F-HR 0001999925-26-000003 filed by Premier Path 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 101,739 shares
    Change vs previous 13F -13,824 shares

    1.09% of the 13F portfolio, value $8,400,592.

    13F-HR 0001999925-26-000002 filed by Premier Path 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 115,563 shares
    Change vs previous 13F -6,928 shares

    1.24% of the 13F portfolio, value $9,570,949.

    13F-HR 0001999925-26-000001 filed by Premier Path 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 122,491 shares
    Change vs previous 13F +8,507 shares

    1.31% of the 13F portfolio, value $10,161,885.

    13F-HR 0001999925-25-000005 filed by Premier Path 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 113,984 shares
    Change vs previous 13F +3,452 shares

    1.31% of the 13F portfolio, value $9,444,743.

    13F-HR 0001956824-25-000008 filed by Premier Path 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 110,532 shares
    Change vs previous 13F +7,945 shares

    1.42% of the 13F portfolio, value $9,144,290.

    13F-HR 0001999925-25-000002 filed by Premier Path 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 102,587 shares
    Change vs previous 13F +5,977 shares

    1.28% of the 13F portfolio, value $8,410,088.

    13F-HR 0001999925-25-000001 filed by Premier Path 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 96,610 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $8,033,124.

    13F-HR 0001999925-24-000005 filed by Premier Path Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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