Skip to content
Disclosery

Biltmore Family Office, LLC: SHY position timeline

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

Biltmore Family Office, LLC held 67,774 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 67,774 shares
    Change vs previous 13F -5,049 shares

    0.73% of the 13F portfolio, value $5,564,921.

    13F-HR 0001398344-26-014190 filed by Biltmore Family Office, LLC
    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 72,823 shares
    Change vs previous 13F +4,512 shares

    0.84% of the 13F portfolio, value $6,013,017.

    13F-HR 0001398344-26-008905 filed by Biltmore Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 68,311 shares
    Change vs previous 13F -468 shares

    0.78% of the 13F portfolio, value $5,657,479.

    13F-HR 0001398344-26-002220 filed by Biltmore Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 68,779 shares
    Change vs previous 13F +121 shares

    0.81% of the 13F portfolio, value $5,705,882.

    13F-HR 0001398344-25-020082 filed by Biltmore Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 68,658 shares
    Change vs previous 13F -3,156 shares

    0.96% of the 13F portfolio, value $5,688,978.

    13F-HR 0001398344-25-014333 filed by Biltmore Family Office, LLC
    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 71,814 shares
    Change vs previous 13F -963 shares

    1.01% of the 13F portfolio, value $5,941,165.

    13F-HR 0001398344-25-009213 filed by Biltmore Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 72,777 shares
    Change vs previous 13F +307 shares

    1% of the 13F portfolio, value $5,966,235.

    13F-HR 0001398344-25-002568 filed by Biltmore Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 72,470 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $6,025,856.

    13F-HR 0001398344-24-020429 filed by Biltmore Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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