BRIAN LOW FINANCIAL GROUP, LLC: SHV position timeline

BRIAN LOW FINANCIAL GROUP, LLC held 11,096 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 11,096 shares

   Change vs previous 13F +1,238 shares

   0.71% of the 13F portfolio, value $1,224,454.

   13F-HR 0002079080-26-000003 filed by BRIAN LOW FINANCIAL GROUP, 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 9,858 shares

   Change vs previous 13F +48 shares

   0.74% of the 13F portfolio, value $1,088,171.

   13F-HR 0002079080-26-000002 filed by BRIAN LOW FINANCIAL GROUP, LLC
   Filed 2026-04-20 (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 9,810 shares

   Change vs previous 13F -59 shares

   0.77% of the 13F portfolio, value $1,080,518.

   13F-HR 0002079080-26-000001 filed by BRIAN LOW FINANCIAL GROUP, LLC
   Filed 2026-02-13 (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 9,869 shares

   Change vs previous 13F -358 shares

   0.85% of the 13F portfolio, value $1,090,434.

   13F-HR 0002079080-25-000002 filed by BRIAN LOW FINANCIAL GROUP, LLC
   Filed 2025-10-16 (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 10,227 shares

   Change vs previous 13F not available

   1.06% of the 13F portfolio, value $1,129,267.

   13F-HR 0001843867-25-000009 filed by BRIAN LOW FINANCIAL GROUP, LLC
   Filed 2025-07-31 (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).