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EXCALIBUR MANAGEMENT CORP: SHV position timeline

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

EXCALIBUR MANAGEMENT CORP held 3,056 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,056 shares
    Change vs previous 13F +464 shares

    0.11% of the 13F portfolio, value $337,242.

    13F-HR 0001009003-26-000004 filed by EXCALIBUR MANAGEMENT CORP
    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 2,592 shares
    Change vs previous 13F +432 shares

    0.1% of the 13F portfolio, value $286,132.

    13F-HR 0001009003-26-000003 filed by EXCALIBUR MANAGEMENT CORP
    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 2,160 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $237,924.

    13F-HR 0001009003-26-000002 filed by EXCALIBUR MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

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