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AVALON CAPITAL MANAGEMENT: SHV position timeline

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

AVALON CAPITAL MANAGEMENT held 22,039 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,039 shares
    Change vs previous 13F +14,676 shares

    0.58% of the 13F portfolio, value $2,432,004.

    13F-HR 0001172661-26-002649 filed by AVALON CAPITAL MANAGEMENT
    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 7,363 shares
    Change vs previous 13F -320 shares

    0.23% of the 13F portfolio, value $812,802.

    13F-HR 0001172661-26-002005 filed by AVALON CAPITAL MANAGEMENT
    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 7,683 shares
    Change vs previous 13F -27,985 shares

    0.2% of the 13F portfolio, value $846,282.

    13F-HR 0001172661-26-000599 filed by AVALON CAPITAL MANAGEMENT
    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 35,668 shares
    Change vs previous 13F -16,270 shares

    0.97% of the 13F portfolio, value $3,940,957.

    13F-HR 0001172661-25-004386 filed by AVALON CAPITAL MANAGEMENT
    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 51,938 shares
    Change vs previous 13F +13,068 shares

    1.54% of the 13F portfolio, value $5,734,994.

    13F-HR 0001172661-25-002951 filed by AVALON CAPITAL MANAGEMENT
    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 38,870 shares
    Change vs previous 13F +12,252 shares

    1.25% of the 13F portfolio, value $4,293,580.

    13F-HR 0001172661-25-001599 filed by AVALON CAPITAL MANAGEMENT
    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 26,618 shares
    Change vs previous 13F +14,424 shares

    0.95% of the 13F portfolio, value $2,930,908.

    13F-HR 0001172661-25-000487 filed by AVALON CAPITAL MANAGEMENT
    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 12,194 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,349,022.

    13F-HR 0001172661-24-004616 filed by AVALON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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