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Disclosery

Proficio Capital Partners LLC: SHY position timeline

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

Proficio Capital Partners LLC held 354,385 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 354,385 shares
    Change vs previous 13F -32,694 shares

    1.05% of the 13F portfolio, value $29,098,562.

    13F-HR 0001214659-26-010442 filed by Proficio Capital 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 387,079 shares
    Change vs previous 13F -214,757 shares

    1.71% of the 13F portfolio, value $31,961,113.

    13F-HR 0001214659-26-006130 filed by Proficio Capital 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 601,836 shares
    Change vs previous 13F -439,120 shares

    3.5% of the 13F portfolio, value $49,844,058.

    13F-HR 0001214659-26-001534 filed by Proficio Capital 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/A 1,040,956 shares
    Change vs previous 13F +958,615 shares

    5.93% of the 13F portfolio, value $86,357,710.

    13F-HR/A 0001214659-25-016818 filed by Proficio Capital 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 82,341 shares
    Change vs previous 13F -28,465 shares

    0.43% of the 13F portfolio, value $6,822,775.

    13F-HR 0001214659-25-011672 filed by Proficio Capital 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 110,806 shares
    Change vs previous 13F +3,278 shares

    0.71% of the 13F portfolio, value $9,165,218.

    13F-HR 0001214659-25-007000 filed by Proficio Capital 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/A 107,528 shares
    Change vs previous 13F +36,585 shares

    0.72% of the 13F portfolio, value $8,839,739.

    13F-HR/A 0001214659-25-002094 filed by Proficio Capital 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 70,943 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $5,898,910.

    13F-HR 0001214659-24-018255 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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