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Disclosery

Sugar Maple Asset Management, LLC: SHY position timeline

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

Sugar Maple Asset Management, LLC held 71,729 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,729 shares
    Change vs previous 13F -7,189 shares

    3.8% of the 13F portfolio, value $5,889,648.

    13F-HR 0002012673-26-000004 filed by Sugar Maple Asset 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 78,918 shares
    Change vs previous 13F +592 shares

    3.96% of the 13F portfolio, value $6,516,244.

    13F-HR 0002012673-26-000002 filed by Sugar Maple Asset 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 78,326 shares
    Change vs previous 13F +6,123 shares

    4.36% of the 13F portfolio, value $6,486,933.

    13F-HR 0002012673-26-000001 filed by Sugar Maple Asset 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 72,203 shares
    Change vs previous 13F +3,097 shares

    4.29% of the 13F portfolio, value $5,990,001.

    13F-HR 0002012673-25-000005 filed by Sugar Maple Asset 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 69,106 shares
    Change vs previous 13F +1,469 shares

    4.46% of the 13F portfolio, value $5,726,161.

    13F-HR 0002012673-25-000003 filed by Sugar Maple Asset 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 67,637 shares
    Change vs previous 13F -9,379 shares

    4.4% of the 13F portfolio, value $5,595,598.

    13F-HR 0002012673-25-000002 filed by Sugar Maple Asset 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 77,016 shares
    Change vs previous 13F +1,739 shares

    4.8% of the 13F portfolio, value $6,313,761.

    13F-HR 0002012673-25-000001 filed by Sugar Maple Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 75,277 shares
    Change vs previous 13F not available

    5.44% of the 13F portfolio, value $6,259,283.

    13F-HR 0002012673-24-000002 filed by Sugar Maple Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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