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Disclosery

SWP FINANCIAL LLC: SHY position timeline

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

SWP FINANCIAL LLC held 2,963 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,963 shares
    Change vs previous 13F -923 shares

    0.11% of the 13F portfolio, value $243,292.

    13F-HR 0001951757-26-001063 filed by SWP 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 ended2026-03-31
    13F 3,886 shares
    Change vs previous 13F +404 shares

    0.16% of the 13F portfolio, value $320,867.

    13F-HR 0001951757-26-000639 filed by SWP 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 ended2025-12-31
    13F 3,482 shares
    Change vs previous 13F +344 shares

    0.14% of the 13F portfolio, value $288,379.

    13F-HR 0001951757-26-000174 filed by SWP 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 ended2025-09-30
    13F 3,138 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $260,328.

    13F-HR 0001951757-25-001269 filed by SWP 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 ended2025-06-30
    13F 3,138 shares
    Change vs previous 13F -27 shares

    0.14% of the 13F portfolio, value $260,015.

    13F-HR 0001951757-25-000894 filed by SWP 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 ended2025-03-31
    13F 3,165 shares
    Change vs previous 13F +3,165 shares

    0.16% of the 13F portfolio, value $261,840.

    13F-HR 0001951757-25-000494 filed by SWP 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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,415 shares

    13F-HR 0001951757-25-000091 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 2,415 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $200,807.

    13F-HR 0001951757-24-001109 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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