Skip to content
Disclosery

DFPG INVESTMENTS, LLC: SHV position timeline

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

DFPG INVESTMENTS, LLC held 18,246 SHV shares at 2023-12-31 per its 13F-HR filed 2024-01-10.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 18,246 shares
    Change vs previous 13F +297 shares

    0.16% of the 13F portfolio, value $2,009,432.

    13F-HR 0001085146-24-000121 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 17,949 shares
    Change vs previous 13F +9,633 shares

    0.18% of the 13F portfolio, value $1,978,339.

    13F-HR 0001085146-23-004278 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 8,316 shares
    Change vs previous 13F +254 shares

    0.08% of the 13F portfolio, value $916,839.

    13F-HR 0001085146-23-002878 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 8,062 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $890,851.

    13F-HR 0001085146-23-001603 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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