Skip to content
Disclosery

Shira Ridge Wealth Management: SHY position timeline

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

Shira Ridge Wealth Management held 138,690 SHY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 138,690 shares
    Change vs previous 13F +14,254 shares

    3.91% of the 13F portfolio, value $11,261,633.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 124,436 shares
    Change vs previous 13F +23,989 shares

    3.56% of the 13F portfolio, value $10,217,440.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 100,447 shares
    Change vs previous 13F +50,876 shares

    3.28% of the 13F portfolio, value $8,293,909.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 49,571 shares
    Change vs previous 13F +7,634 shares

    1.65% of the 13F portfolio, value $4,105,470.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 41,937 shares
    Change vs previous 13F -1,993 shares

    1.48% of the 13F portfolio, value $3,479,094.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 43,930 shares
    Change vs previous 13F -1,859 shares

    1.66% of the 13F portfolio, value $3,640,040.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 45,789 shares
    Change vs previous 13F -1,081 shares

    1.89% of the 13F portfolio, value $3,788,124.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 46,870 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $3,842,403.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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