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TRAPHAGEN INVESTMENT ADVISORS LLC: SHY position timeline

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

TRAPHAGEN INVESTMENT ADVISORS LLC held 36,819 SHY shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,819 shares
    Change vs previous 13F -52,185 shares

    0.2% of the 13F portfolio, value $2,989,697.

    13F-HR 0002023380-26-000005 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 89,004 shares
    Change vs previous 13F -64,121 shares

    0.52% of the 13F portfolio, value $7,308,087.

    13F-HR 0002023380-26-000003 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 153,125 shares
    Change vs previous 13F -10,872 shares

    1.02% of the 13F portfolio, value $12,643,510.

    13F-HR 0002023380-26-000002 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 163,997 shares
    Change vs previous 13F +2,906 shares

    1.12% of the 13F portfolio, value $13,582,225.

    13F-HR 0002023380-26-000001 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 161,091 shares
    Change vs previous 13F -8,835 shares

    1.15% of the 13F portfolio, value $13,364,084.

    13F-HR 0002023380-25-000007 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 169,926 shares
    Change vs previous 13F +2,321 shares

    1.33% of the 13F portfolio, value $14,080,081.

    13F-HR 0002023380-25-000006 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 167,605 shares
    Change vs previous 13F -12,059 shares

    1.45% of the 13F portfolio, value $13,865,994.

    13F-HR 0002023380-25-000002 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 179,664 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $14,728,848.

    13F-HR 0002023380-25-000001 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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