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Tower View Wealth Management LLC: SHY position timeline

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

Tower View Wealth Management LLC held 1,244 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 1,244 shares
    Change vs previous 13F -41 shares

    0.04% of the 13F portfolio, value $102,126.

    13F-HR 0001729045-26-000003 filed by Tower View 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 1,285 shares
    Change vs previous 13F +132 shares

    0.05% of the 13F portfolio, value $106,134.

    13F-HR 0001729045-26-000002 filed by Tower View 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 1,153 shares
    Change vs previous 13F -419 shares

    0.05% of the 13F portfolio, value $95,454.

    13F-HR 0001729045-26-000001 filed by Tower View 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 1,572 shares
    Change vs previous 13F -654 shares

    0.07% of the 13F portfolio, value $130,445.

    13F-HR 0001729045-25-000008 filed by Tower View 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 2,226 shares
    Change vs previous 13F +14 shares

    0.1% of the 13F portfolio, value $184,415.

    13F-HR 0001729045-25-000006 filed by Tower View 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 2,212 shares
    Change vs previous 13F +14 shares

    0.11% of the 13F portfolio, value $183,013.

    13F-HR 0001729045-25-000005 filed by Tower View 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 2,198 shares
    Change vs previous 13F -197 shares

    0.1% of the 13F portfolio, value $180,197.

    13F-HR 0001729045-25-000001 filed by Tower View Wealth 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 2,395 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $199,159.

    13F-HR 0001729045-24-000005 filed by Tower View Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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