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Disclosery

Bridge Advisory, LLC: SHV position timeline

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

Bridge Advisory, LLC held 120,559 SHV shares at 2024-09-30 per its 13F-HR filed 2024-10-01.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 120,559 shares
    Change vs previous 13F +447 shares

    6.34% of the 13F portfolio, value $13,337,466.

    13F-HR 0001847956-24-000004 filed by Bridge 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 ended2024-06-30
    13F 120,112 shares
    Change vs previous 13F -36,539 shares

    6.54% of the 13F portfolio, value $13,272,409.

    13F-HR 0001847956-24-000003 filed by Bridge 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 ended2024-03-31
    13F 156,651 shares
    Change vs previous 13F +81,895 shares

    8.59% of the 13F portfolio, value $17,316,152.

    13F-HR 0001847956-24-000002 filed by Bridge 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 ended2023-12-31
    13F 74,756 shares
    Change vs previous 13F +34,079 shares

    4.13% of the 13F portfolio, value $8,232,851.

    13F-HR 0001847956-24-000001 filed by Bridge 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 ended2023-09-30
    13F 40,677 shares
    Change vs previous 13F +16,034 shares

    1.58% of the 13F portfolio, value $4,493,563.

    13F-HR 0001847956-23-000005 filed by Bridge 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 ended2023-06-30
    13F 24,643 shares
    Change vs previous 13F -410 shares

    1% of the 13F portfolio, value $2,721,817.

    13F-HR 0001847956-23-000004 filed by Bridge 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 ended2023-03-31
    13F 25,053 shares
    Change vs previous 13F +1,112 shares

    1.07% of the 13F portfolio, value $2,768,374.

    13F-HR 0001847956-23-000003 filed by Bridge 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 ended2022-12-31
    13F 23,941 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,631,644.

    13F-HR 0001847956-23-000002 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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