Skip to content
Disclosery

AGILIS PARTNERS LLC: SHV position timeline

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

AGILIS PARTNERS LLC held 4,432 SHV shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 4,432 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $488,008.

    13F-HR 0001633903-25-000001 filed by AGILIS 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 ended2024-09-30
    13F 4,432 shares
    Change vs previous 13F -45 shares

    0.14% of the 13F portfolio, value $490,312.

    13F-HR 0001633903-24-000007 filed by AGILIS 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 ended2024-06-30
    13F 4,477 shares
    Change vs previous 13F -45 shares

    0.15% of the 13F portfolio, value $494,709.

    13F-HR 0001633903-24-000005 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 4,522 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $499,862.

    13F-HR 0001633903-24-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 4,522 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $498,008.

    13F-HR/A 0001633903-24-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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