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Disclosery

Balentine LLC: SHV position timeline

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

Balentine LLC held 0 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -15,026 shares

    13F-HR 0001398344-26-013694 filed by Balentine 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 ended2026-03-31
    13F 15,026 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,658,720.

    13F-HR 0001398344-26-007159 filed by Balentine 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 15,026 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,655,114.

    13F-HR 0001398344-26-001814 filed by Balentine 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 15,026 shares
    Change vs previous 13F -14,640 shares

    0.06% of the 13F portfolio, value $1,660,223.

    13F-HR 0001398344-25-020500 filed by Balentine 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 29,666 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $3,275,720.

    13F-HR 0001398344-25-014447 filed by Balentine 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 29,666 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $3,276,906.

    13F-HR 0001398344-25-008628 filed by Balentine 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 29,666 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $3,266,523.

    13F-HR 0001398344-25-001347 filed by Balentine 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 29,666 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,281,950.

    13F-HR 0001398344-24-019665 filed by Balentine LLC
    Filed (acceptance time not in the bulk data set), ingested

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