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Disclosery

ADVISORY RESEARCH INC: SHV position timeline

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

ADVISORY RESEARCH INC held 37,117 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,117 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $4,095,861.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH 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 37,117 shares
    Change vs previous 13F +3,626 shares

    0.5% of the 13F portfolio, value $4,097,346.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH 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 33,491 shares
    Change vs previous 13F -2,267 shares

    0.46% of the 13F portfolio, value $3,689,034.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH 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 35,758 shares
    Change vs previous 13F -6,345 shares

    0.52% of the 13F portfolio, value $3,950,901.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH 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 42,103 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $4,649,013.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH 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 42,103 shares
    Change vs previous 13F -9,985 shares

    0.82% of the 13F portfolio, value $4,650,697.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH 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 52,088 shares
    Change vs previous 13F +9,990 shares

    0.95% of the 13F portfolio, value $5,735,410.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH INC
    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 42,098 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $4,657,302.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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