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Bulltick Wealth Management, LLC: SHV position timeline

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

Bulltick Wealth Management, LLC held 347,973 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 347,973 shares
    Change vs previous 13F +132,279 shares

    7.83% of the 13F portfolio, value $38,398,821.

    13F-HR 0001214659-26-009198 filed by Bulltick Wealth Management, LLC
    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 215,694 shares
    Change vs previous 13F -91,211 shares

    5.26% of the 13F portfolio, value $23,810,461.

    13F-HR 0001214659-26-005091 filed by Bulltick Wealth Management, 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 306,905 shares
    Change vs previous 13F -84,479 shares

    7.18% of the 13F portfolio, value $33,805,629.

    13F-HR 0001214659-26-001829 filed by Bulltick Wealth Management, 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 391,384 shares
    Change vs previous 13F +41,490 shares

    10.22% of the 13F portfolio, value $43,244,022.

    13F-HR 0001214659-25-016371 filed by Bulltick Wealth Management, 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 349,894 shares
    Change vs previous 13F -39,959 shares

    9.53% of the 13F portfolio, value $38,635,183.

    13F-HR 0001214659-25-011768 filed by Bulltick Wealth Management, 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 389,853 shares
    Change vs previous 13F -473,775 shares

    11.43% of the 13F portfolio, value $43,063,127.

    13F-HR 0001214659-25-007420 filed by Bulltick Wealth Management, 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 863,628 shares
    Change vs previous 13F +215,338 shares

    22.41% of the 13F portfolio, value $95,094,035.

    13F-HR 0001214659-25-002631 filed by Bulltick Wealth Management, 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 648,290 shares
    Change vs previous 13F not available

    17.81% of the 13F portfolio, value $71,722,362.

    13F-HR 0001214659-24-019059 filed by Bulltick Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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