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Disclosery

EdgeRock Capital LLC: SHV position timeline

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

EdgeRock Capital LLC held 4,621 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,621 shares
    Change vs previous 13F +375 shares

    1.16% of the 13F portfolio, value $5,098,710.

    13F-HR 0001908378-26-000004 filed by EdgeRock Capital 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 4,246 shares
    Change vs previous 13F -2,670 shares

    0.13% of the 13F portfolio, value $468,678.

    13F-HR 0001908378-26-000003 filed by EdgeRock Capital 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 6,916 shares
    Change vs previous 13F -88 shares

    0.2% of the 13F portfolio, value $761,848.

    13F-HR 0001908378-26-000001 filed by EdgeRock Capital 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 7,004 shares
    Change vs previous 13F +4,617 shares

    0.22% of the 13F portfolio, value $773,853.

    13F-HR 0001908378-25-000008 filed by EdgeRock Capital 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 2,387 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $263,657.

    13F-HR 0001908378-25-000003 filed by EdgeRock Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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