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WEALTHEDGE INVESTMENT ADVISORS, LLC: SHY position timeline

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

WEALTHEDGE INVESTMENT ADVISORS, LLC held 49,700 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 49,700 shares
    Change vs previous 13F +372 shares

    1.39% of the 13F portfolio, value $4,080,900.

    13F-HR 0002058455-26-000003 filed by WEALTHEDGE INVESTMENT ADVISORS, 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 49,328 shares
    Change vs previous 13F +13,758 shares

    1.5% of the 13F portfolio, value $4,073,076.

    13F-HR 0002058455-26-000002 filed by WEALTHEDGE 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 ended2025-12-31
    13F 35,570 shares
    Change vs previous 13F +364 shares

    1.09% of the 13F portfolio, value $2,945,985.

    13F-HR 0002058455-26-000001 filed by WEALTHEDGE 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 ended2025-09-30
    13F 35,206 shares
    Change vs previous 13F +1,262 shares

    1.11% of the 13F portfolio, value $2,920,713.

    13F-HR 0002058455-25-000003 filed by WEALTHEDGE 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 ended2025-06-30
    13F 33,944 shares
    Change vs previous 13F -502 shares

    1.18% of the 13F portfolio, value $2,812,605.

    13F-HR 0001085146-25-004997 filed by WEALTHEDGE 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 ended2025-03-31
    13F 34,446 shares
    Change vs previous 13F +4,871 shares

    1.29% of the 13F portfolio, value $2,849,732.

    13F-HR 0001085146-25-003040 filed by WEALTHEDGE 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 ended2024-12-31
    13F 29,575 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,424,552.

    13F-HR 0001085146-25-001825 filed by WEALTHEDGE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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