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Capital Wealth Alliance, LLC: SHV position timeline

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

Capital Wealth Alliance, LLC held 51,639 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,639 shares
    Change vs previous 13F -4,425 shares

    2.65% of the 13F portfolio, value $5,698,341.

    13F-HR 0001172661-26-002961 filed by Capital Wealth Alliance, 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 56,064 shares
    Change vs previous 13F +1,120 shares

    2.8% of the 13F portfolio, value $6,188,910.

    13F-HR 0001172661-26-001831 filed by Capital Wealth Alliance, 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 54,944 shares
    Change vs previous 13F -4,745 shares

    2.59% of the 13F portfolio, value $6,054,803.

    13F-HR 0001172661-26-001051 filed by Capital Wealth Alliance, 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 59,689 shares
    Change vs previous 13F -3,516 shares

    3.28% of the 13F portfolio, value $6,594,998.

    13F-HR 0001172661-25-004532 filed by Capital Wealth Alliance, 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 63,205 shares
    Change vs previous 13F +2,417 shares

    3.75% of the 13F portfolio, value $6,979,032.

    13F-HR 0001172661-25-002813 filed by Capital Wealth Alliance, 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 60,788 shares
    Change vs previous 13F -2,158 shares

    4.01% of the 13F portfolio, value $6,714,635.

    13F-HR 0001172661-25-001814 filed by Capital Wealth Alliance, 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 62,946 shares
    Change vs previous 13F -28,503 shares

    3.93% of the 13F portfolio, value $6,930,938.

    13F-HR 0001172661-25-000398 filed by Capital Wealth Alliance, 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 91,449 shares
    Change vs previous 13F not available

    5.88% of the 13F portfolio, value $10,116,982.

    13F-HR 0001172661-24-004403 filed by Capital Wealth Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

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