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Disclosery

55 North Private Wealth, LLC: SHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 55 North Private Wealth, LLC on SHV, newest first. How the timeline and the estimate are built.

55 North Private Wealth, LLC held 2,263 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,263 shares
    Change vs previous 13F -1,725 shares

    0.05% of the 13F portfolio, value $249,724.

    13F-HR 0002063364-26-000176 filed by 55 North Private Wealth, 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 3,988 shares
    Change vs previous 13F -1,347 shares

    0.11% of the 13F portfolio, value $440,216.

    13F-HR 0002063364-26-000105 filed by 55 North Private Wealth, 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 5,335 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $587,678.

    13F-HR 0002063364-26-000035 filed by 55 North Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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