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Sterling Manor Financial, LLC: SHY position timeline

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

Sterling Manor Financial, LLC held 63,035 SHY shares at 2026-03-31 per its 13F-HR filed 2026-04-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 63,035 shares
    Change vs previous 13F +94 shares

    3.26% of the 13F portfolio, value $5,204,800.

    13F-HR 0002085853-26-000352 filed by Sterling Manor Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 62,941 shares
    Change vs previous 13F +609 shares

    3.25% of the 13F portfolio, value $5,212,774.

    13F-HR 0002085853-26-000008 filed by Sterling Manor Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 62,332 shares
    Change vs previous 13F -19,153 shares

    3.26% of the 13F portfolio, value $5,171,072.

    13F-HR 0002085853-25-000034 filed by Sterling Manor Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 81,485 shares
    Change vs previous 13F +5,697 shares

    4.5% of the 13F portfolio, value $6,751,850.

    13F-HR 0001667731-25-000753 filed by Sterling Manor Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 75,788 shares
    Change vs previous 13F +6,564 shares

    4.48% of the 13F portfolio, value $6,269,944.

    13F-HR 0001667731-25-000544 filed by Sterling Manor Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 69,224 shares
    Change vs previous 13F +7,384 shares

    3.96% of the 13F portfolio, value $5,674,985.

    13F-HR 0001667731-25-000118 filed by Sterling Manor Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 61,840 shares
    Change vs previous 13F +247 shares

    3.48% of the 13F portfolio, value $5,141,996.

    13F-HR 0001842015-24-000005 filed by Sterling Manor Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 61,593 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $5,029,068.

    13F-HR 0001842015-24-000004 filed by Sterling Manor Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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