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WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV: SHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV on SHY, newest first. How the timeline and the estimate are built.

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV held 12,390 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,390 shares
    Change vs previous 13F +9,094 shares

    0.15% of the 13F portfolio, value $1,017,338.

    13F-HR 0001398344-26-012960 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 3,296 shares
    Change vs previous 13F -78 shares

    0.04% of the 13F portfolio, value $272,184.

    13F-HR 0001398344-26-007408 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 3,374 shares
    Change vs previous 13F +1,107 shares

    0.04% of the 13F portfolio, value $279,432.

    13F-HR 0001398344-26-001830 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 2,267 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $188,096.

    13F-HR 0001398344-25-020028 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 2,247 shares
    Change vs previous 13F +21 shares

    0.03% of the 13F portfolio, value $186,174.

    13F-HR 0001398344-25-014034 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 2,226 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $184,165.

    13F-HR 0001398344-25-008878 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 2,213 shares
    Change vs previous 13F +28 shares

    0.04% of the 13F portfolio, value $181,395.

    13F-HR 0001398344-25-001515 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 2,185 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $181,671.

    13F-HR 0001398344-24-019203 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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