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Disclosery

TRUE Private Wealth Advisors: SHY position timeline

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

TRUE Private Wealth Advisors held 16,031 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 16,031 shares
    Change vs previous 13F -2,571 shares

    0.11% of the 13F portfolio, value $1,316,305.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 18,602 shares
    Change vs previous 13F -687 shares

    0.15% of the 13F portfolio, value $1,536,049.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 19,289 shares
    Change vs previous 13F -1,913 shares

    0.16% of the 13F portfolio, value $1,597,514.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 21,202 shares
    Change vs previous 13F -916 shares

    0.18% of the 13F portfolio, value $1,759,000.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 22,118 shares
    Change vs previous 13F +170 shares

    0.21% of the 13F portfolio, value $1,832,697.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 21,948 shares
    Change vs previous 13F -72 shares

    0.22% of the 13F portfolio, value $1,815,740.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 22,020 shares
    Change vs previous 13F -22,703 shares

    0.22% of the 13F portfolio, value $1,805,263.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 44,723 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,718,740.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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