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Arkfeld Wealth Strategies, L.L.C.: SHV position timeline

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

Arkfeld Wealth Strategies, L.L.C. held 13,563 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,563 shares
    Change vs previous 13F +33 shares

    0.45% of the 13F portfolio, value $1,493,376.

    13F-HR 0001789382-26-000008 filed by Arkfeld Wealth Strategies, L.L.C.
    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 13,530 shares
    Change vs previous 13F +90 shares

    0.47% of the 13F portfolio, value $1,491,325.

    13F-HR 0001789382-26-000004 filed by Arkfeld Wealth Strategies, L.L.C.
    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 13,440 shares
    Change vs previous 13F +124 shares

    0.51% of the 13F portfolio, value $1,481,176.

    13F-HR 0001789382-26-000002 filed by Arkfeld Wealth Strategies, L.L.C.
    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 13,316 shares
    Change vs previous 13F -429 shares

    0.54% of the 13F portfolio, value $1,467,388.

    13F-HR 0001789382-25-000005 filed by Arkfeld Wealth Strategies, L.L.C.
    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 13,745 shares
    Change vs previous 13F -58,118 shares

    0.6% of the 13F portfolio, value $1,513,728.

    13F-HR 0001085146-25-003722 filed by Arkfeld Wealth Strategies, L.L.C.
    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 71,863 shares
    Change vs previous 13F -2,525 shares

    3.43% of the 13F portfolio, value $7,919,321.

    13F-HR 0001085146-25-002057 filed by Arkfeld Wealth Strategies, L.L.C.
    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 74,388 shares
    Change vs previous 13F -60 shares

    3.77% of the 13F portfolio, value $8,201,324.

    13F-HR 0001085146-25-000381 filed by Arkfeld Wealth Strategies, L.L.C.
    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 74,448 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $8,207,141.

    13F-HR 0001085146-24-004875 filed by Arkfeld Wealth Strategies, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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