Bosman Wealth Management, LLC: SHV position timeline

Bosman Wealth Management, LLC held 14,051 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 14,051 shares

   Change vs previous 13F 0 shares

   0.96% of the 13F portfolio, value $1,550,528.

   13F-HR 0002085853-26-000886 filed by Bosman Wealth Management, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 14,051 shares

   Change vs previous 13F -150 shares

   1.37% of the 13F portfolio, value $1,551,090.

   13F-HR 0002085853-26-000549 filed by Bosman Wealth Management, LLC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 14,201 shares

   Change vs previous 13F -12,112 shares

   1.28% of the 13F portfolio, value $1,564,240.

   13F-HR 0002085853-26-000095 filed by Bosman Wealth Management, LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 26,313 shares

   Change vs previous 13F -2,186 shares

   2.25% of the 13F portfolio, value $2,907,323.

   13F-HR 0002085853-25-000167 filed by Bosman Wealth Management, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 28,499 shares

   Change vs previous 13F not available

   2.8% of the 13F portfolio, value $3,146,860.

   13F-HR 0001667731-25-000864 filed by Bosman Wealth Management, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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