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LODESTAR PRIVATE ASSET MANAGEMENT LLC: SHY position timeline

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

LODESTAR PRIVATE ASSET MANAGEMENT LLC held 18,147 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,147 shares
    Change vs previous 13F -551 shares

    0.13% of the 13F portfolio, value $1,490,020.

    13F-HR 0001963040-26-000003 filed by LODESTAR PRIVATE ASSET MANAGEMENT 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 18,698 shares
    Change vs previous 13F -932 shares

    0.15% of the 13F portfolio, value $1,543,854.

    13F-HR 0001963040-26-000002 filed by LODESTAR PRIVATE ASSET MANAGEMENT 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 19,630 shares
    Change vs previous 13F +389 shares

    0.16% of the 13F portfolio, value $1,625,770.

    13F-HR 0001963040-26-000001 filed by LODESTAR PRIVATE ASSET MANAGEMENT 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 19,241 shares
    Change vs previous 13F +171 shares

    0.17% of the 13F portfolio, value $1,596,197.

    13F-HR 0001963040-25-000006 filed by LODESTAR PRIVATE ASSET MANAGEMENT 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 19,070 shares
    Change vs previous 13F -792 shares

    0.18% of the 13F portfolio, value $1,580,150.

    13F-HR 0001963040-25-000004 filed by LODESTAR PRIVATE ASSET MANAGEMENT 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 19,862 shares
    Change vs previous 13F -308 shares

    0.21% of the 13F portfolio, value $1,643,183.

    13F-HR 0001963040-25-000003 filed by LODESTAR PRIVATE ASSET MANAGEMENT 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 20,170 shares
    Change vs previous 13F -1,180 shares

    0.21% of the 13F portfolio, value $1,653,538.

    13F-HR 0001963040-25-000001 filed by LODESTAR PRIVATE ASSET MANAGEMENT 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 21,350 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,775,273.

    13F-HR 0001963040-24-000006 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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