Skip to content
Disclosery

Ruggiero Investments, Inc.: SHY position timeline

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

Ruggiero Investments, Inc. held 27,890 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 27,890 shares
    Change vs previous 13F +6,544 shares

    1.95% of the 13F portfolio, value $2,290,053.

    13F-HR 0002110677-26-000003 filed by Ruggiero Investments, 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 21,346 shares
    Change vs previous 13F +5,120 shares

    1.7% of the 13F portfolio, value $1,762,539.

    13F-HR 0002110677-26-000002 filed by Ruggiero Investments, 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 16,226 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $1,343,837.

    13F-HR 0002110677-26-000001 filed by Ruggiero Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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