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SpringVest Wealth Management LLC: SHY position timeline

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

SpringVest Wealth Management LLC held 33,069 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,069 shares
    Change vs previous 13F -2,960 shares

    1.71% of the 13F portfolio, value $2,715,289.

    13F-HR 0002058986-26-000005 filed by SpringVest Wealth Management LLC
    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 36,029 shares
    Change vs previous 13F +1,090 shares

    2.03% of the 13F portfolio, value $2,974,915.

    13F-HR 0002058986-26-000004 filed by SpringVest Wealth Management LLC
    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 34,939 shares
    Change vs previous 13F +16,273 shares

    2.02% of the 13F portfolio, value $2,893,648.

    13F-HR 0002058986-26-000001 filed by SpringVest Wealth Management LLC
    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 18,666 shares
    Change vs previous 13F -7,786 shares

    1.14% of the 13F portfolio, value $1,548,531.

    13F-HR 0002058986-25-000003 filed by SpringVest Wealth Management LLC
    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 26,452 shares
    Change vs previous 13F +6,278 shares

    1.77% of the 13F portfolio, value $2,191,813.

    13F-HR 0001085146-25-004068 filed by SpringVest Wealth Management LLC
    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 20,174 shares
    Change vs previous 13F +750 shares

    1.38% of the 13F portfolio, value $1,668,995.

    13F-HR 0001085146-25-002663 filed by SpringVest Wealth Management LLC
    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 19,424 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $1,592,380.

    13F-HR 0001085146-25-001822 filed by SpringVest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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