Westwood Wealth Management: SHY position timeline

Westwood Wealth Management held 82,750 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 82,750 shares

   Change vs previous 13F +43,700 shares

   1.97% of the 13F portfolio, value $6,794,603.

   13F-HR 0001172661-26-003154 filed by Westwood Wealth Management
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 39,050 shares

   Change vs previous 13F +39,050 shares

   1.27% of the 13F portfolio, value $3,224,359.

   13F-HR 0001172661-26-001656 filed by Westwood Wealth Management
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -25,750 shares

   13F-HR 0001172661-26-000228 filed by Westwood Wealth Management
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 25,750 shares

   Change vs previous 13F +12,250 shares

   0.78% of the 13F portfolio, value $2,136,220.

   13F-HR 0001172661-25-004427 filed by Westwood Wealth Management
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 13,500 shares

   Change vs previous 13F not available

   0.38% of the 13F portfolio, value $1,118,610.

   13F-HR 0001172661-25-002877 filed by Westwood Wealth Management
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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