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Disclosery

CWM, LLC: SHY position timeline

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

CWM, LLC held 133,136 SHY shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 133,136 shares
    Change vs previous 13F +10,934 shares

    0.03% of the 13F portfolio, value $10,993,003.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 122,202 shares
    Change vs previous 13F -9,068 shares

    0.03% of the 13F portfolio, value $10,121,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 131,270 shares
    Change vs previous 13F -17,109 shares

    0.03% of the 13F portfolio, value $10,890,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 148,379 shares
    Change vs previous 13F -3,419 shares

    0.04% of the 13F portfolio, value $12,295,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 151,798 shares
    Change vs previous 13F -1,077 shares

    0.05% of the 13F portfolio, value $12,558,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 152,875 shares
    Change vs previous 13F +35,951 shares

    0.05% of the 13F portfolio, value $12,533,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 116,924 shares
    Change vs previous 13F +17,349 shares

    0.04% of the 13F portfolio, value $9,722,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 99,575 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $8,130,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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