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FIDUCIENT ADVISORS LLC: SHV position timeline

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

FIDUCIENT ADVISORS LLC held 4,012 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 4,012 shares
    Change vs previous 13F +269 shares

    0.06% of the 13F portfolio, value $442,724.

    13F-HR 0001172661-26-003177 filed by FIDUCIENT ADVISORS 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 3,743 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $413,190.

    13F-HR 0001172661-26-001640 filed by FIDUCIENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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