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ADVISORTRUST PARTNERS, LLC: SHV position timeline

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

ADVISORTRUST PARTNERS, LLC held 4,953 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,953 shares
    Change vs previous 13F -21,755 shares

    0.19% of the 13F portfolio, value $546,594.

    13F-HR 0001398344-26-013936 filed by ADVISORTRUST 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 ended2026-03-31
    13F 26,708 shares
    Change vs previous 13F +18,790 shares

    1.23% of the 13F portfolio, value $2,948,288.

    13F-HR 0001398344-26-008546 filed by ADVISORTRUST 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 ended2025-12-31
    13F 7,918 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $872,169.

    13F-HR 0001398344-26-004941 filed by ADVISORTRUST PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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