Skip to content
Disclosery

TFC Financial Management, Inc.: SHY position timeline

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

TFC Financial Management, Inc. held 1,026,401 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,026,401 shares
    Change vs previous 13F +35,712 shares

    9.34% of the 13F portfolio, value $84,277,793.

    13F-HR 0001398344-26-012512 filed by TFC Financial Management, Inc.
    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 990,689 shares
    Change vs previous 13F +58,210 shares

    10.08% of the 13F portfolio, value $81,801,170.

    13F-HR 0001398344-26-006946 filed by TFC Financial Management, Inc.
    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 932,479 shares
    Change vs previous 13F +34,797 shares

    9.69% of the 13F portfolio, value $77,227,943.

    13F-HR 0001398344-26-001127 filed by TFC Financial Management, Inc.
    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 897,682 shares
    Change vs previous 13F +15,072 shares

    9.54% of the 13F portfolio, value $74,471,670.

    13F-HR 0001398344-25-019713 filed by TFC Financial Management, Inc.
    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 882,610 shares
    Change vs previous 13F +1,868 shares

    10.02% of the 13F portfolio, value $73,133,037.

    13F-HR 0001398344-25-013951 filed by TFC Financial Management, Inc.
    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 880,742 shares
    Change vs previous 13F +19,365 shares

    11.15% of the 13F portfolio, value $72,863,805.

    13F-HR 0001398344-25-007601 filed by TFC Financial Management, Inc.
    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 861,377 shares
    Change vs previous 13F +39,456 shares

    11.17% of the 13F portfolio, value $70,615,705.

    13F-HR 0001398344-25-001389 filed by TFC Financial Management, Inc.
    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 821,921 shares
    Change vs previous 13F not available

    10.81% of the 13F portfolio, value $68,342,749.

    13F-HR 0001398344-24-019371 filed by TFC Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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