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Disclosery

Aegis Wealth Management LLC: SHV position timeline

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

Aegis Wealth Management LLC held 93,023 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 93,023 shares
    Change vs previous 13F +8,625 shares

    4.83% of the 13F portfolio, value $10,265,118.

    13F-HR 0001628818-26-000004 filed by Aegis Wealth Management 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 84,398 shares
    Change vs previous 13F +509 shares

    5.33% of the 13F portfolio, value $9,316,740.

    13F-HR 0001628818-26-000003 filed by Aegis Wealth Management 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 83,889 shares
    Change vs previous 13F +15,082 shares

    5.22% of the 13F portfolio, value $9,240,387.

    13F-HR 0001628818-26-000001 filed by Aegis Wealth Management 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 68,807 shares
    Change vs previous 13F +40,347 shares

    4.07% of the 13F portfolio, value $7,602,486.

    13F-HR 0001628818-25-000004 filed by Aegis Wealth Management 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 28,460 shares
    Change vs previous 13F 0 shares

    1.88% of the 13F portfolio, value $3,143,692.

    13F-HR 0001085146-25-004679 filed by Aegis Wealth Management 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 28,460 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $3,143,692.

    13F-HR 0001085146-25-002751 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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