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Seed Wealth Management, Inc.: SHY position timeline

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

Seed Wealth Management, Inc. held 4,200 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,200 shares
    Change vs previous 13F +305 shares

    0.22% of the 13F portfolio, value $344,862.

    13F-HR 0001963728-26-000004 filed by Seed Wealth Management, 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 3,895 shares
    Change vs previous 13F +330 shares

    0.22% of the 13F portfolio, value $321,610.

    13F-HR 0001963728-26-000002 filed by Seed Wealth Management, 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 3,565 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $295,253.

    13F-HR 0001963728-26-000001 filed by Seed Wealth Management, Inc.
    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 3,565 shares
    Change vs previous 13F -155 shares

    0.2% of the 13F portfolio, value $295,752.

    13F-HR 0001963728-25-000002 filed by Seed Wealth Management, Inc.
    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 3,720 shares
    Change vs previous 13F -150 shares

    0.23% of the 13F portfolio, value $308,239.

    13F-HR 0001085146-25-003796 filed by Seed Wealth Management, Inc.
    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 3,870 shares
    Change vs previous 13F +700 shares

    0.26% of the 13F portfolio, value $320,165.

    13F-HR 0001085146-25-002203 filed by Seed Wealth Management, Inc.
    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 3,170 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $259,877.

    13F-HR 0001085146-25-000161 filed by Seed Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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