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Authentikos Wealth Advisory, LLC: SHV position timeline

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

Authentikos Wealth Advisory, LLC held 12,459 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,459 shares
    Change vs previous 13F -1,276 shares

    0.88% of the 13F portfolio, value $1,374,851.

    13F-HR 0001967054-26-000006 filed by Authentikos Wealth Advisory, 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 13,735 shares
    Change vs previous 13F -2,039 shares

    1.02% of the 13F portfolio, value $1,516,207.

    13F-HR 0001967054-26-000005 filed by Authentikos Wealth Advisory, 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 15,774 shares
    Change vs previous 13F -1,394 shares

    1.15% of the 13F portfolio, value $1,737,506.

    13F-HR 0001967054-26-000001 filed by Authentikos Wealth Advisory, 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/A 17,168 shares
    Change vs previous 13F -250 shares

    1.25% of the 13F portfolio, value $1,896,892.

    13F-HR/A 0001967054-26-000004 filed by Authentikos Wealth Advisory, 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/A 17,418 shares
    Change vs previous 13F +8,801 shares

    1.34% of the 13F portfolio, value $1,923,296.

    13F-HR/A 0001967054-26-000003 filed by Authentikos Wealth Advisory, 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/A 8,617 shares
    Change vs previous 13F +5,078 shares

    0.74% of the 13F portfolio, value $951,834.

    13F-HR/A 0001967054-26-000002 filed by Authentikos Wealth Advisory, 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 3,539 shares
    Change vs previous 13F -4,350 shares

    0.39% of the 13F portfolio, value $389,671.

    13F-HR 0001967054-25-000001 filed by Authentikos Wealth Advisory, 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 7,889 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $872,752.

    13F-HR 0001967054-24-000004 filed by Authentikos Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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