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Disclosery

Americana Partners, LLC: SHV position timeline

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

Americana Partners, LLC held 772,181 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 772,181 shares
    Change vs previous 13F -12,412 shares

    1.92% of the 13F portfolio, value $85,210,199.

    13F-HR 0001172661-26-003084 filed by Americana 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 ended2026-03-31
    13F 784,593 shares
    Change vs previous 13F +373,133 shares

    2.25% of the 13F portfolio, value $86,611,180.

    13F-HR 0001172661-26-001697 filed by Americana 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 ended2025-12-31
    13F 411,460 shares
    Change vs previous 13F -80,744 shares

    1.24% of the 13F portfolio, value $45,322,344.

    13F-HR 0001172661-26-000527 filed by Americana 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 ended2025-09-30
    13F 492,204 shares
    Change vs previous 13F +158,928 shares

    1.64% of the 13F portfolio, value $54,383,612.

    13F-HR 0001172661-25-004484 filed by Americana 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 ended2025-06-30
    13F 333,276 shares
    Change vs previous 13F -40,569 shares

    1.27% of the 13F portfolio, value $36,800,418.

    13F-HR 0001172661-25-002955 filed by Americana Partners, 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 373,845 shares
    Change vs previous 13F +132,454 shares

    1.6% of the 13F portfolio, value $41,294,951.

    13F-HR 0001172661-25-001686 filed by Americana Partners, 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 241,391 shares
    Change vs previous 13F -54,940 shares

    1.09% of the 13F portfolio, value $26,579,581.

    13F-HR 0001172661-25-000439 filed by Americana Partners, 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 296,331 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $32,783,074.

    13F-HR 0001172661-24-004380 filed by Americana Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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