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Disclosery

Lyons Wealth Management, LLC.: SHY position timeline

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

Lyons Wealth Management, LLC. held 50,165 SHY shares at 2019-12-31 per its 13F-HR filed 2020-02-13.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 50,165 shares
    Change vs previous 13F -11,250 shares

    12.44% of the 13F portfolio, value $4,247,000.

    13F-HR 0001085146-20-000626 filed by Lyons Wealth 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 ended2019-09-30
    13F 61,415 shares
    Change vs previous 13F -9,816 shares

    13.56% of the 13F portfolio, value $5,212,000.

    13F-HR 0001085146-19-002825 filed by Lyons Wealth 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 ended2019-06-30
    13F 71,231 shares
    Change vs previous 13F +1,427 shares

    14.43% of the 13F portfolio, value $6,042,000.

    13F-HR 0001085146-19-002261 filed by Lyons Wealth 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 ended2019-03-31
    13F 69,804 shares
    Change vs previous 13F +67,335 shares

    16.51% of the 13F portfolio, value $5,872,000.

    13F-HR 0001085146-19-001520 filed by Lyons Wealth 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 ended2018-12-31
    13F 2,469 shares
    Change vs previous 13F -15,148 shares

    0.7% of the 13F portfolio, value $208,000.

    13F-HR 0001085146-19-000507 filed by Lyons Wealth 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 ended2018-09-30
    13F 17,617 shares
    Change vs previous 13F -9,902 shares

    2.96% of the 13F portfolio, value $1,467,000.

    13F-HR 0001085146-18-002561 filed by Lyons Wealth 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 ended2018-06-30
    13F 27,519 shares
    Change vs previous 13F +6,613 shares

    3.32% of the 13F portfolio, value $2,300,000.

    13F-HR 0001085146-18-002014 filed by Lyons Wealth 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 ended2018-03-31
    13F 20,906 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $1,749,000.

    13F-HR 0001085146-18-001267 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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