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
- period ended2026-06-3013F 11,905 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,700 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 71,420 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 65,350 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 62,465 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 348,115 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,416 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,416 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).