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Disclosery

LifePro Asset Management: SHY position timeline

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

LifePro Asset Management held 6,135 SHY shares at 2024-09-30 per its 13F-HR filed 2024-10-09.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 6,135 shares
    Change vs previous 13F +1,465 shares

    0.31% of the 13F portfolio, value $510,125.

    13F-HR 0001213900-24-086507 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 4,670 shares
    Change vs previous 13F -738 shares

    0.27% of the 13F portfolio, value $381,328.

    13F-HR 0001213900-24-060518 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 5,408 shares
    Change vs previous 13F +5,408 shares

    0.29% of the 13F portfolio, value $442,288.

    13F-HR 0001213900-24-036051 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 0 shares
    Change vs previous 13F -4,577 shares

    13F-HR 0001213900-23-056248 filed by LifePro Asset Management
    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.

  5. period ended2023-03-31
    13F 4,577 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $371,515.

    13F-HR 0001213900-23-027056 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 4,577 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $371,515.

    13F-HR 0001213900-23-012050 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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