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Disclosery

NorthCoast Asset Management LLC: SHY position timeline

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

NorthCoast Asset Management LLC held 355,292 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 355,292 shares
    Change vs previous 13F +112,142 shares

    0.65% of the 13F portfolio, value $29,173,044.

    13F-HR 0001765380-26-000370 filed by NorthCoast 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 243,150 shares
    Change vs previous 13F -3,513 shares

    0.47% of the 13F portfolio, value $20,076,965.

    13F-HR 0001765380-26-000207 filed by NorthCoast 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 246,663 shares
    Change vs previous 13F -214,536 shares

    0.45% of the 13F portfolio, value $20,428,623.

    13F-HR 0001765380-26-000111 filed by NorthCoast 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 461,199 shares
    Change vs previous 13F -339 shares

    0.15% of the 13F portfolio, value $38,261,104.

    13F-HR 0001665198-25-000016 filed by NorthCoast 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 461,538 shares
    Change vs previous 13F +178,849 shares

    0.16% of the 13F portfolio, value $38,243,092.

    13F-HR 0001665198-25-000007 filed by NorthCoast 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/A 282,689 shares
    Change vs previous 13F -16,996 shares

    0.12% of the 13F portfolio, value $23,386,832.

    13F-HR/A 0001665198-25-000006 filed by NorthCoast 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/A 299,685 shares
    Change vs previous 13F -46,563 shares

    0.12% of the 13F portfolio, value $24,607,026.

    13F-HR/A 0001665198-25-000010 filed by NorthCoast 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 346,248 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $28,752,822.

    13F-HR 0001665198-24-000013 filed by NorthCoast Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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