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Disclosery

Private Portfolio Partners LLC: SHY position timeline

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

Private Portfolio Partners LLC held 46,757 SHY shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 46,757 shares
    Change vs previous 13F +439 shares

    0.7% of the 13F portfolio, value $3,833,111.

    13F-HR 0001766520-25-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 46,318 shares
    Change vs previous 13F +46,318 shares

    0.72% of the 13F portfolio, value $3,851,327.

    13F-HR 0001766520-24-000006 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -47,738 shares

    13F-HR 0001766520-24-000003 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-03-31
    13F 47,738 shares
    Change vs previous 13F -236 shares

    0.81% of the 13F portfolio, value $3,904,002.

    13F-HR 0001766520-24-000002 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 47,974 shares
    Change vs previous 13F +1,147 shares

    0.9% of the 13F portfolio, value $3,935,791.

    13F-HR 0001766520-24-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 46,827 shares
    Change vs previous 13F +27,182 shares

    0.98% of the 13F portfolio, value $3,791,619.

    13F-HR 0001766520-23-000004 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 19,645 shares
    Change vs previous 13F -444 shares

    0.41% of the 13F portfolio, value $1,592,806.

    13F-HR 0001766520-23-000003 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 20,089 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,650,512.

    13F-HR 0001766520-23-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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