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Disclosery

Peak Asset Management, LLC: SHY position timeline

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

Peak Asset Management, LLC held 33,428 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,428 shares
    Change vs previous 13F -293 shares

    0.4% of the 13F portfolio, value $2,744,733.

    13F-HR 0001062993-26-004338 filed by Peak 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 33,721 shares
    Change vs previous 13F -1,790 shares

    0.49% of the 13F portfolio, value $2,784,302.

    13F-HR 0001062993-26-002657 filed by Peak 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 35,511 shares
    Change vs previous 13F -335 shares

    0.5% of the 13F portfolio, value $2,940,980.

    13F-HR 0001062993-26-000643 filed by Peak 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 35,846 shares
    Change vs previous 13F +2,050 shares

    0.52% of the 13F portfolio, value $2,973,743.

    13F-HR 0001062993-25-016725 filed by Peak 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 33,796 shares
    Change vs previous 13F -1,291 shares

    0.51% of the 13F portfolio, value $2,800,296.

    13F-HR 0001062993-25-014438 filed by Peak 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 35,087 shares
    Change vs previous 13F -337 shares

    0.55% of the 13F portfolio, value $2,902,707.

    13F-HR 0001062993-25-008726 filed by Peak 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 35,424 shares
    Change vs previous 13F +18,784 shares

    0.54% of the 13F portfolio, value $2,904,019.

    13F-HR 0001062993-25-002525 filed by Peak 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 16,640 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,383,575.

    13F-HR 0001062993-24-018370 filed by Peak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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