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Fairvoy Private Wealth, LLC: SHV position timeline

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

Fairvoy Private Wealth, LLC held 154,476 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,476 shares
    Change vs previous 13F +9,617 shares

    3.45% of the 13F portfolio, value $17,046,467.

    13F-HR 0002046607-26-000003 filed by Fairvoy Private Wealth, 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 144,859 shares
    Change vs previous 13F +11,067 shares

    3.82% of the 13F portfolio, value $15,991,022.

    13F-HR 0002046607-26-000002 filed by Fairvoy Private Wealth, 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 133,792 shares
    Change vs previous 13F -2,503 shares

    3.3% of the 13F portfolio, value $14,737,176.

    13F-HR 0002046607-26-000001 filed by Fairvoy Private Wealth, 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 136,295 shares
    Change vs previous 13F -8,741 shares

    3.43% of the 13F portfolio, value $15,059,208.

    13F-HR 0002046607-25-000006 filed by Fairvoy Private Wealth, 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 145,036 shares
    Change vs previous 13F +1,365 shares

    3.98% of the 13F portfolio, value $16,014,821.

    13F-HR 0002046607-25-000003 filed by Fairvoy Private Wealth, 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 143,671 shares
    Change vs previous 13F +26,125 shares

    4.36% of the 13F portfolio, value $15,869,907.

    13F-HR 0002046607-25-000002 filed by Fairvoy Private Wealth, 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 117,546 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $12,943,043.

    13F-HR 0002046607-25-000001 filed by Fairvoy Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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