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Estate Counselors, LLC: SHV position timeline

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

Estate Counselors, LLC held 11,905 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,905 shares
    Change vs previous 13F -1,795 shares

    0.11% of the 13F portfolio, value $1,313,717.

    13F-HR 0001172661-26-003139 filed by Estate Counselors, 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 13,700 shares
    Change vs previous 13F -57,720 shares

    0.13% of the 13F portfolio, value $1,512,343.

    13F-HR 0001172661-26-002085 filed by Estate Counselors, 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 71,420 shares
    Change vs previous 13F +6,070 shares

    0.66% of the 13F portfolio, value $7,866,913.

    13F-HR 0001172661-26-000425 filed by Estate Counselors, 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 65,350 shares
    Change vs previous 13F +2,885 shares

    0.62% of the 13F portfolio, value $7,220,522.

    13F-HR 0001172661-25-004526 filed by Estate Counselors, 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 62,465 shares
    Change vs previous 13F -285,650 shares

    0.68% of the 13F portfolio, value $6,897,385.

    13F-HR 0001172661-25-003012 filed by Estate Counselors, 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 348,115 shares
    Change vs previous 13F +337,699 shares

    3.99% of the 13F portfolio, value $38,452,783.

    13F-HR 0001172661-25-001813 filed by Estate Counselors, 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 10,416 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,146,906.

    13F-HR 0001172661-25-001064 filed by Estate Counselors, 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 10,416 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,152,322.

    13F-HR 0001172661-24-004570 filed by Estate Counselors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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