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Ascentis Wealth Management, LLC: SHY position timeline

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

Ascentis Wealth Management, LLC held 778 SHY shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 778 shares
    Change vs previous 13F -40,861 shares

    0.17% of the 13F portfolio, value $63,880.

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    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 41,639 shares
    Change vs previous 13F +17,438 shares

    0.26% of the 13F portfolio, value $3,438,227.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    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 24,201 shares
    Change vs previous 13F -20,212 shares

    0.32% of the 13F portfolio, value $2,004,350.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    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 44,413 shares
    Change vs previous 13F +2,418 shares

    0.62% of the 13F portfolio, value $3,684,468.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 44,413 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 41,995 shares
    Change vs previous 13F +1,704 shares

    0.36% of the 13F portfolio, value $3,479,320.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 40,899 shares
    • Ascentis Wealth Management, LLC: 1,096 shares

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

  6. period ended2025-03-31
    13F 40,291 shares
    Change vs previous 13F -4,857 shares

    0.4% of the 13F portfolio, value $3,333,028.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 39,431 shares
    • Ascentis Wealth Management, LLC: 860 shares

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

  7. period ended2024-12-31
    13F 45,148 shares
    Change vs previous 13F +14,951 shares

    0.44% of the 13F portfolio, value $3,701,266.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 44,104 shares
    • Ascentis Wealth Management, LLC: 1,044 shares

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

  8. period ended2024-09-30
    13F/A 30,197 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,510,850.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 28,592 shares
    • Ascentis Wealth Management, LLC: 1,605 shares

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