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Disclosery

Winch Advisory Services, LLC: SHY position timeline

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

Winch Advisory Services, LLC held 41,695 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,695 shares
    Change vs previous 13F +242 shares

    0.71% of the 13F portfolio, value $3,423,602.

    13F-HR 0001580642-26-004940 filed by Winch Advisory Services, 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 41,453 shares
    Change vs previous 13F -158 shares

    0.78% of the 13F portfolio, value $3,422,734.

    13F-HR 0001580642-26-002800 filed by Winch Advisory Services, 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 41,611 shares
    Change vs previous 13F -53 shares

    0.76% of the 13F portfolio, value $3,446,257.

    13F-HR 0001580642-26-000668 filed by Winch Advisory Services, 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 41,664 shares
    Change vs previous 13F -49 shares

    0.78% of the 13F portfolio, value $3,456,468.

    13F-HR 0001580642-25-007235 filed by Winch Advisory Services, 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 41,713 shares
    Change vs previous 13F +205 shares

    0.84% of the 13F portfolio, value $3,456,356.

    13F-HR 0001580642-25-004964 filed by Winch Advisory Services, 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 41,508 shares
    Change vs previous 13F -63 shares

    0.91% of the 13F portfolio, value $3,433,957.

    13F-HR 0001580642-25-002850 filed by Winch Advisory Services, 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 41,571 shares
    Change vs previous 13F -780 shares

    0.89% of the 13F portfolio, value $3,408,030.

    13F-HR 0001580642-25-000300 filed by Winch Advisory Services, 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 42,351 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $3,521,448.

    13F-HR 0001580642-24-006241 filed by Winch Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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