Skip to content
Disclosery

Adaptive Financial Consulting, LLC: SHV position timeline

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

Adaptive Financial Consulting, LLC held 68,707 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,707 shares
    Change vs previous 13F -1,357 shares

    2.66% of the 13F portfolio, value $7,581,817.

    13F-HR 0001804717-26-000003 filed by Adaptive Financial Consulting, 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 70,064 shares
    Change vs previous 13F +3,800 shares

    2.96% of the 13F portfolio, value $7,734,365.

    13F-HR 0001804717-26-000002 filed by Adaptive Financial Consulting, 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 66,264 shares
    Change vs previous 13F +880 shares

    2.84% of the 13F portfolio, value $7,298,980.

    13F-HR 0001804717-26-000001 filed by Adaptive Financial Consulting, 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 65,384 shares
    Change vs previous 13F 0 shares

    2.89% of the 13F portfolio, value $7,224,278.

    13F-HR 0001804717-25-000002 filed by Adaptive Financial Consulting, 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 65,384 shares
    Change vs previous 13F +2,694 shares

    3.01% of the 13F portfolio, value $7,219,701.

    13F-HR 0001085146-25-004766 filed by Adaptive Financial Consulting, 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 62,690 shares
    Change vs previous 13F +69 shares

    2.97% of the 13F portfolio, value $6,924,737.

    13F-HR 0001085146-25-002586 filed by Adaptive Financial Consulting, 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 62,621 shares
    Change vs previous 13F 0 shares

    2.86% of the 13F portfolio, value $6,895,198.

    13F-HR 0001085146-25-000717 filed by Adaptive Financial Consulting, 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 62,621 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $6,927,761.

    13F-HR 0001085146-24-005395 filed by Adaptive Financial Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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