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Disclosery

Mount Lucas Management LP: SHY position timeline

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

Mount Lucas Management LP held 84,507 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,507 shares
    Change vs previous 13F +21,788 shares

    2.47% of the 13F portfolio, value $6,938,870.

    13F-HR 0001140361-26-031910 filed by Mount Lucas Management LP
    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 62,719 shares
    Change vs previous 13F +38,685 shares

    1.91% of the 13F portfolio, value $5,178,708.

    13F-HR 0001140361-26-019022 filed by Mount Lucas Management LP
    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 24,034 shares
    Change vs previous 13F -9,074 shares

    0.88% of the 13F portfolio, value $1,990,496.

    13F-HR 0001140361-26-003806 filed by Mount Lucas Management LP
    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 33,108 shares
    Change vs previous 13F -23,745 shares

    1.24% of the 13F portfolio, value $2,746,640.

    13F-HR 0001140361-25-041412 filed by Mount Lucas Management LP
    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 56,853 shares
    Change vs previous 13F -25,964 shares

    2.24% of the 13F portfolio, value $4,710,840.

    13F-HR 0001140361-25-030098 filed by Mount Lucas Management LP
    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 82,817 shares
    Change vs previous 13F -115,794 shares

    3.22% of the 13F portfolio, value $6,851,450.

    13F-HR 0001140361-25-017463 filed by Mount Lucas Management LP
    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 198,611 shares
    Change vs previous 13F +166,475 shares

    5.67% of the 13F portfolio, value $16,282,130.

    13F-HR 0001140361-25-003529 filed by Mount Lucas Management LP
    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 32,136 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,672,108.

    13F-HR 0001140361-24-045415 filed by Mount Lucas Management LP
    Filed (acceptance time not in the bulk data set), ingested

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