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WEALTHCARE CAPITAL MANAGEMENT LLC: SHY position timeline

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

WEALTHCARE CAPITAL MANAGEMENT LLC held 26,964 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,964 shares
    Change vs previous 13F +286 shares

    0.21% of the 13F portfolio, value $2,214,014.

    13F-HR 0001951757-26-000978 filed by WEALTHCARE CAPITAL 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 26,678 shares
    Change vs previous 13F +591 shares

    0.22% of the 13F portfolio, value $2,202,802.

    13F-HR 0001951757-26-000598 filed by WEALTHCARE CAPITAL 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 26,087 shares
    Change vs previous 13F -6,638 shares

    0.21% of the 13F portfolio, value $2,160,525.

    13F-HR 0001951757-26-000231 filed by WEALTHCARE CAPITAL 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 32,725 shares
    Change vs previous 13F +369 shares

    0.28% of the 13F portfolio, value $2,714,866.

    13F-HR 0001951757-25-001336 filed by WEALTHCARE CAPITAL 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 32,356 shares
    Change vs previous 13F +52 shares

    0.28% of the 13F portfolio, value $2,681,018.

    13F-HR 0001951757-25-000906 filed by WEALTHCARE CAPITAL 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 32,304 shares
    Change vs previous 13F +366 shares

    0.27% of the 13F portfolio, value $2,672,510.

    13F-HR 0001951757-25-000365 filed by WEALTHCARE CAPITAL 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 31,938 shares
    Change vs previous 13F +3,331 shares

    0.26% of the 13F portfolio, value $2,618,277.

    13F-HR 0001951757-25-000038 filed by WEALTHCARE CAPITAL 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 28,607 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,378,672.

    13F-HR 0001951757-24-001167 filed by WEALTHCARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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