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TriaGen Wealth Management LLC: SHY position timeline

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

TriaGen Wealth Management LLC held 21,592 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,592 shares
    Change vs previous 13F -129 shares

    0.44% of the 13F portfolio, value $1,772,954.

    13F-HR 0001172661-26-002712 filed by TriaGen 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 21,721 shares
    Change vs previous 13F +85 shares

    0.49% of the 13F portfolio, value $1,793,538.

    13F-HR 0001172661-26-001565 filed by TriaGen 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 21,636 shares
    Change vs previous 13F +20 shares

    0.46% of the 13F portfolio, value $1,791,928.

    13F-HR 0001172661-26-000326 filed by TriaGen 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 21,616 shares
    Change vs previous 13F +1,070 shares

    0.47% of the 13F portfolio, value $1,793,298.

    13F-HR 0001172661-25-004361 filed by TriaGen 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 20,546 shares
    Change vs previous 13F +1,251 shares

    0.52% of the 13F portfolio, value $1,702,476.

    13F-HR 0001172661-25-002685 filed by TriaGen 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 19,295 shares
    Change vs previous 13F +1,819 shares

    0.56% of the 13F portfolio, value $1,596,310.

    13F-HR 0001172661-25-001775 filed by TriaGen 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 17,476 shares
    Change vs previous 13F +551 shares

    0.48% of the 13F portfolio, value $1,432,717.

    13F-HR 0001172661-25-000336 filed by TriaGen 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 16,925 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,407,349.

    13F-HR 0001172661-24-004311 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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