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Disclosery

Family Manage LLC: SHV position timeline

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

Family Manage LLC held 269,055 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 269,055 shares
    Change vs previous 13F -40,962 shares

    3.12% of the 13F portfolio, value $29,690,164.

    13F-HR 0001398344-26-014630 filed by Family Manage 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 310,017 shares
    Change vs previous 13F +9,158 shares

    4.1% of the 13F portfolio, value $34,222,721.

    13F-HR 0001398344-26-009312 filed by Family Manage 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 300,859 shares
    Change vs previous 13F -31,360 shares

    4.19% of the 13F portfolio, value $33,139,564.

    13F-HR 0001398344-26-003235 filed by Family Manage 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 332,219 shares
    Change vs previous 13F -7,231 shares

    5.09% of the 13F portfolio, value $36,706,822.

    13F-HR 0001398344-25-020877 filed by Family Manage 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 339,450 shares
    Change vs previous 13F +15,695 shares

    5.69% of the 13F portfolio, value $37,482,014.

    13F-HR 0001398344-25-015679 filed by Family Manage 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 323,755 shares
    Change vs previous 13F -47,161 shares

    5.91% of the 13F portfolio, value $35,761,976.

    13F-HR 0001398344-25-009654 filed by Family Manage 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 370,916 shares
    Change vs previous 13F -16,133 shares

    6.55% of the 13F portfolio, value $40,446,764.

    13F-HR 0001398344-25-002872 filed by Family Manage 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 387,049 shares
    Change vs previous 13F not available

    7.13% of the 13F portfolio, value $42,819,242.

    13F-HR 0001398344-24-020770 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

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