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Astra Wealth Partners LLC: SHV position timeline

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

Astra Wealth Partners LLC held 0 SHV shares at 2025-09-30 per its 13F-HR/A filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -12,493 shares

    13F-HR/A 0002054825-25-000009 filed by Astra Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 12,493 shares
    Change vs previous 13F -1,488 shares

    1.11% of the 13F portfolio, value $1,379,477.

    13F-HR 0002054825-25-000004 filed by Astra Wealth 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 ended2025-03-31
    13F 13,981 shares
    Change vs previous 13F +932 shares

    1.47% of the 13F portfolio, value $1,544,341.

    13F-HR 0002054825-25-000003 filed by Astra Wealth 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 ended2024-12-31
    13F 13,049 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $1,436,802.

    13F-HR 0002054825-25-000002 filed by Astra Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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