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Disclosery

Wernau Asset Management Inc.: SHY position timeline

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

Wernau Asset Management Inc. held 4,207 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,207 shares
    Change vs previous 13F +115 shares

    0.33% of the 13F portfolio, value $345,448.

    13F-HR 0001172661-26-002995 filed by Wernau Asset Management Inc.
    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 4,092 shares
    Change vs previous 13F +102 shares

    0.35% of the 13F portfolio, value $337,888.

    13F-HR 0001172661-26-001521 filed by Wernau Asset Management Inc.
    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 3,990 shares
    Change vs previous 13F +72 shares

    0.33% of the 13F portfolio, value $330,463.

    13F-HR 0001172661-26-000240 filed by Wernau Asset Management Inc.
    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 3,918 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $325,037.

    13F-HR 0001172661-25-004635 filed by Wernau Asset Management Inc.
    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 3,918 shares
    Change vs previous 13F -218 shares

    0.37% of the 13F portfolio, value $324,645.

    13F-HR 0001172661-25-003031 filed by Wernau Asset Management Inc.
    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 4,136 shares
    Change vs previous 13F -259 shares

    0.35% of the 13F portfolio, value $342,171.

    13F-HR 0001172661-25-001592 filed by Wernau Asset Management Inc.
    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 4,395 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $360,302.

    13F-HR 0001172661-25-000522 filed by Wernau Asset Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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