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Disclosery

CWA Asset Management Group, LLC: SHV position timeline

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

CWA Asset Management Group, LLC held 133,320 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,320 shares
    Change vs previous 13F +23,445 shares

    0.45% of the 13F portfolio, value $14,711,853.

    13F-HR 0001667134-26-000004 filed by CWA Asset Management Group, 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 109,875 shares
    Change vs previous 13F +33,042 shares

    0.42% of the 13F portfolio, value $12,129,142.

    13F-HR 0001667134-26-000003 filed by CWA Asset Management Group, 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 76,833 shares
    Change vs previous 13F +60,875 shares

    0.31% of the 13F portfolio, value $8,463,196.

    13F-HR 0001667134-26-000001 filed by CWA Asset Management Group, 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 15,958 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,763,199.

    13F-HR 0001667134-25-000006 filed by CWA Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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