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NorthCrest Asset Manangement, LLC: SHY position timeline

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

NorthCrest Asset Manangement, LLC held 65,719 SHY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 65,719 shares
    Change vs previous 13F +10,752 shares

    0.13% of the 13F portfolio, value $5,336,366.

    13F-HR 0001214659-26-012760 filed by NorthCrest Asset Manangement, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,967 shares
    Change vs previous 13F +792 shares

    0.12% of the 13F portfolio, value $4,502,343.

    13F-HR 0001214659-26-008575 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 54,175 shares
    Change vs previous 13F -7,255 shares

    0.14% of the 13F portfolio, value $4,461,849.

    13F-HR 0001214659-26-004438 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 61,430 shares
    Change vs previous 13F -769 shares

    0.11% of the 13F portfolio, value $5,091,947.

    13F-HR 0001214659-26-000260 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 62,199 shares
    Change vs previous 13F +2,589 shares

    0.12% of the 13F portfolio, value $5,150,664.

    13F-HR 0001214659-25-015496 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 59,610 shares
    Change vs previous 13F -780 shares

    0.13% of the 13F portfolio, value $4,912,498.

    13F-HR 0001214659-25-010234 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 60,390 shares
    Change vs previous 13F -4,020 shares

    0.15% of the 13F portfolio, value $4,996,058.

    13F-HR 0001214659-25-005970 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 64,410 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,280,321.

    13F-HR/A 0001214659-25-004461 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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