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Private Advisory Group LLC: SHY position timeline

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

Private Advisory Group LLC held 49,173 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,173 shares
    Change vs previous 13F +12,062 shares

    0.22% of the 13F portfolio, value $4,037,618.

    13F-HR 0001632965-26-000005 filed by Private Advisory Group 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 37,111 shares
    Change vs previous 13F +1,009 shares

    0.21% of the 13F portfolio, value $3,064,255.

    13F-HR 0001632965-26-000003 filed by Private Advisory Group 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 36,102 shares
    Change vs previous 13F +2,448 shares

    0.24% of the 13F portfolio, value $2,989,968.

    13F-HR 0001632965-26-000002 filed by Private Advisory Group 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 33,654 shares
    Change vs previous 13F +10,348 shares

    0.24% of the 13F portfolio, value $2,791,936.

    13F-HR 0001632965-25-000009 filed by Private Advisory Group 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 23,306 shares
    Change vs previous 13F -27,039 shares

    0.18% of the 13F portfolio, value $1,931,135.

    13F-HR 0001632965-25-000008 filed by Private Advisory Group 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 50,345 shares
    Change vs previous 13F -8,527 shares

    0.48% of the 13F portfolio, value $4,165,042.

    13F-HR 0001632965-25-000005 filed by Private Advisory Group 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 58,872 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,826,327.

    13F-HR/A 0001632965-25-000004 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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