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Disclosery

Buska Wealth Management, LLC: SHV position timeline

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

Buska Wealth Management, LLC held 12,745 SHV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,745 shares
    Change vs previous 13F +3,565 shares

    0.48% of the 13F portfolio, value $1,405,990.

    13F-HR 0001910503-26-000004 filed by Buska Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,180 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,012,986.

    13F-HR 0001910503-26-000003 filed by Buska Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).