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Disclosery

Sanctuary Wealth Management, L.L.C.: SHY position timeline

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

Sanctuary Wealth Management, L.L.C. held 441 SHY shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 441 shares
    Change vs previous 13F -231,745 shares

    0.02% of the 13F portfolio, value $36,153.

    13F-HR 0001728436-25-000001 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 232,186 shares
    Change vs previous 13F +40,988 shares

    13.8% of the 13F portfolio, value $19,306,272.

    13F-HR 0001728436-24-000005 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 191,198 shares
    Change vs previous 13F +191,030 shares

    11.82% of the 13F portfolio, value $15,611,309.

    13F-HR 0001728436-24-000003 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 168 shares
    Change vs previous 13F -17 shares

    0.01% of the 13F portfolio, value $13,739.

    13F-HR 0001728436-24-000002 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 185 shares
    Change vs previous 13F -139,912 shares

    0.01% of the 13F portfolio, value $15,177.

    13F-HR 0001728436-24-000001 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 140,097 shares
    Change vs previous 13F not available

    12.37% of the 13F portfolio, value $11,343,654.

    13F-HR 0001728436-23-000004 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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