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Disclosery

Coppell Advisory Solutions LLC: SHV position timeline

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

Coppell Advisory Solutions LLC held 13,593 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,593 shares
    Change vs previous 13F +13,593 shares

    0.42% of the 13F portfolio, value $3,944,691.

    13F-HR 0001062993-26-004395 filed by Coppell Advisory Solutions 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 0 shares
    Change vs previous 13F -20,407 shares

    13F-HR 0001062993-26-002673 filed by Coppell Advisory Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 20,407 shares
    Change vs previous 13F +5,706 shares

    0.22% of the 13F portfolio, value $2,247,219.

    13F-HR 0001062993-26-000991 filed by Coppell Advisory Solutions 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 14,701 shares
    Change vs previous 13F -10,432 shares

    0.17% of the 13F portfolio, value $1,624,166.

    13F-HR 0001062993-25-016775 filed by Coppell Advisory Solutions 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/A 25,133 shares
    Change vs previous 13F +23,409 shares

    0.33% of the 13F portfolio, value $2,775,060.

    13F-HR/A 0001062993-25-014705 filed by Coppell Advisory Solutions 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 1,724 shares
    Change vs previous 13F -22,662 shares

    0.03% of the 13F portfolio, value $205,328.

    13F-HR 0001062993-25-009589 filed by Coppell Advisory Solutions 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 24,386 shares
    Change vs previous 13F -1,768 shares

    0.38% of the 13F portfolio, value $2,684,899.

    13F-HR 0001062993-25-002390 filed by Coppell Advisory Solutions 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 26,154 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,893,417.

    13F-HR 0001062993-24-019154 filed by Coppell Advisory Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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