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Disclosery

Advisory Services Network, LLC: SHV position timeline

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

Advisory Services Network, LLC held 295,245 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 295,245 shares
    Change vs previous 13F +916 shares

    0.37% of the 13F portfolio, value $32,580,260.

    13F-HR 0001573876-26-000005 filed by Advisory Services Network, 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 294,329 shares
    Change vs previous 13F -10,588 shares

    0.43% of the 13F portfolio, value $32,490,951.

    13F-HR 0001573876-26-000004 filed by Advisory Services Network, 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 304,917 shares
    Change vs previous 13F -2,587 shares

    0.48% of the 13F portfolio, value $33,586,595.

    13F-HR 0001573876-26-000002 filed by Advisory Services Network, 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 307,504 shares
    Change vs previous 13F +17,625 shares

    0.5% of the 13F portfolio, value $33,976,131.

    13F-HR 0001573876-25-000020 filed by Advisory Services Network, 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 289,879 shares
    Change vs previous 13F -41,418 shares

    0.52% of the 13F portfolio, value $32,005,551.

    13F-HR 0001573876-25-000016 filed by Advisory Services Network, 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 331,297 shares
    Change vs previous 13F -3,806 shares

    0.7% of the 13F portfolio, value $36,595,085.

    13F-HR 0001573876-25-000014 filed by Advisory Services Network, 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 335,103 shares
    Change vs previous 13F -68,563 shares

    0.69% of the 13F portfolio, value $36,898,217.

    13F-HR 0001573876-25-000005 filed by Advisory Services Network, 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 403,666 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $44,605,075.

    13F-HR 0001573876-24-000011 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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