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Focus Partners Wealth: SHY position timeline

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

Focus Partners Wealth held 1,268,932 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,268,932 shares
    Change vs previous 13F -46,573 shares

    0.1% of the 13F portfolio, value $104,192,039.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,210,138 shares
    • Focus Partners Advisor Solutions, LLC: 58,794 shares

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

  2. period ended2026-03-31
    13F 1,315,505 shares
    Change vs previous 13F -40,483 shares

    0.11% of the 13F portfolio, value $108,621,341.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,249,777 shares
    • Focus Partners Advisor Solutions, LLC: 65,728 shares

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

  3. period ended2025-12-31
    13F 1,355,988 shares
    Change vs previous 13F +4,597 shares

    0.12% of the 13F portfolio, value $112,303,538.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,319,536 shares
    • Focus Partners Advisor Solutions, LLC: 36,452 shares

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

  4. period ended2025-09-30
    13F 1,351,391 shares
    Change vs previous 13F -11,744 shares

    0.16% of the 13F portfolio, value $112,101,975.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,266,272 shares
    • Focus Partners Advisor Solutions, LLC: 85,119 shares

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

  5. period ended2025-06-30
    13F 1,363,135 shares
    Change vs previous 13F -7,828 shares

    0.21% of the 13F portfolio, value $112,949,506.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,289,609 shares
    • Focus Partners Advisor Solutions, LLC: 73,526 shares

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

  6. period ended2025-03-31
    13F/A 1,370,963 shares
    Change vs previous 13F +6,375 shares

    0.24% of the 13F portfolio, value $113,420,008.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,287,588 shares
    • Focus Partners Advisor Solutions, LLC: 83,375 shares

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

  7. period ended2024-12-31
    13F/A 1,364,588 shares
    Change vs previous 13F +735,328 shares

    0.25% of the 13F portfolio, value $111,869,293.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,279,761 shares
    • Focus Partners Advisor Solutions, LLC: 84,827 shares

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

  8. period ended2024-09-30
    13F 629,260 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $52,703,555.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 540,462 shares
    • Focus Partners Advisor Solutions, LLC: 88,798 shares

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