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Disclosery

Advisory Alpha, LLC: SHV position timeline

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

Advisory Alpha, LLC held 11,697 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,697 shares
    Change vs previous 13F -24 shares

    0.03% of the 13F portfolio, value $1,290,764.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 11,721 shares
    Change vs previous 13F -93 shares

    0.04% of the 13F portfolio, value $1,293,881.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 11,814 shares
    Change vs previous 13F -2,299 shares

    0.04% of the 13F portfolio, value $1,301,312.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 14,113 shares
    Change vs previous 13F +201 shares

    0.04% of the 13F portfolio, value $1,554,688.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 13,912 shares
    Change vs previous 13F -5,294 shares

    0.05% of the 13F portfolio, value $1,536,163.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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/A 19,206 shares
    Change vs previous 13F +1,973 shares

    0.07% of the 13F portfolio, value $2,121,495.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 17,233 shares
    Change vs previous 13F -8 shares

    0.07% of the 13F portfolio, value $1,897,526.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, 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 17,241 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,907,372.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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