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SMITH CHAS P & ASSOCIATES PA CPAS: SHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH CHAS P & ASSOCIATES PA CPAS on SHY, newest first. How the timeline and the estimate are built.

SMITH CHAS P & ASSOCIATES PA CPAS held 0 SHY shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,452 shares

    13F-HR 0001082509-25-000007 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 2,452 shares
    Change vs previous 13F -431 shares

    0.01% of the 13F portfolio, value $203,173.

    13F-HR 0001082509-25-000004 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 2,883 shares
    Change vs previous 13F -253 shares

    0.01% of the 13F portfolio, value $238,511.

    13F-HR 0001082509-25-000003 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 3,136 shares
    Change vs previous 13F -555 shares

    0.01% of the 13F portfolio, value $257,089.

    13F-HR 0001082509-25-000001 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 3,691 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $306,907.

    13F-HR 0001082509-24-000004 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    Filed (acceptance time not in the bulk data set), ingested

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