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Dominguez Wealth Management Solutions, Inc.: SHV position timeline

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

Dominguez Wealth Management Solutions, Inc. held 3,869 SHV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,869 shares
    Change vs previous 13F -2,827 shares

    0.24% of the 13F portfolio, value $426,848.

    13F-HR 0001881335-26-000005 filed by Dominguez Wealth Management Solutions, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,696 shares
    Change vs previous 13F -17 shares

    0.41% of the 13F portfolio, value $738,935.

    13F-HR 0001881335-26-000003 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,713 shares
    Change vs previous 13F -580 shares

    0.45% of the 13F portfolio, value $741,079.

    13F-HR 0001881335-26-000002 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,293 shares
    Change vs previous 13F -187 shares

    0.49% of the 13F portfolio, value $803,277.

    13F-HR 0001881335-26-000001 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,480 shares
    Change vs previous 13F +25 shares

    0.52% of the 13F portfolio, value $826,440.

    13F-HR 0001881335-25-000007 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,455 shares
    Change vs previous 13F +15 shares

    0.57% of the 13F portfolio, value $823,157.

    13F-HR 0001881335-25-000005 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,440 shares
    Change vs previous 13F -49 shares

    0.6% of the 13F portfolio, value $821,818.

    13F-HR 0001881335-25-000004 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,489 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $824,619.

    13F-HR 0001881335-25-000001 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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