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Disclosery

Sierra Legacy Group: SHY position timeline

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

Sierra Legacy Group held 6,400 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,400 shares
    Change vs previous 13F -2,750 shares

    0.41% of the 13F portfolio, value $525,504.

    13F-HR 0001172661-26-002668 filed by Sierra Legacy Group
    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 9,150 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $755,516.

    13F-HR 0001172661-26-001784 filed by Sierra Legacy Group
    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 9,150 shares
    Change vs previous 13F -14,230 shares

    0.56% of the 13F portfolio, value $757,803.

    13F-HR 0001172661-26-000226 filed by Sierra Legacy Group
    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 23,380 shares
    Change vs previous 13F 0 shares

    1.44% of the 13F portfolio, value $1,939,605.

    13F-HR 0001172661-25-004472 filed by Sierra Legacy Group
    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 23,380 shares
    Change vs previous 13F 0 shares

    1.5% of the 13F portfolio, value $1,937,267.

    13F-HR 0001172661-25-003014 filed by Sierra Legacy Group
    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 23,380 shares
    Change vs previous 13F -1,675 shares

    1.76% of the 13F portfolio, value $1,934,227.

    13F-HR 0001172661-25-001504 filed by Sierra Legacy Group
    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 25,055 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $2,054,009.

    13F-HR 0001172661-25-001182 filed by Sierra Legacy Group
    Filed (acceptance time not in the bulk data set), ingested

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