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Disclosery

Finley Financial, LLC: SHV position timeline

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

Finley Financial, LLC held 3,150 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,150 shares
    Change vs previous 13F -2,140 shares

    0.14% of the 13F portfolio, value $347,603.

    13F-HR 0002047823-26-000003 filed by Finley Financial, 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 5,290 shares
    Change vs previous 13F -1,090 shares

    0.27% of the 13F portfolio, value $583,963.

    13F-HR 0002047823-26-000002 filed by Finley Financial, 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 6,380 shares
    Change vs previous 13F -305 shares

    0.32% of the 13F portfolio, value $702,757.

    13F-HR 0002047823-26-000001 filed by Finley Financial, 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 6,685 shares
    Change vs previous 13F -100 shares

    0.34% of the 13F portfolio, value $738,626.

    13F-HR 0002047823-25-000006 filed by Finley Financial, 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 6,785 shares
    Change vs previous 13F -600 shares

    0.38% of the 13F portfolio, value $749,200.

    13F-HR 0002047823-25-000005 filed by Finley Financial, 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 7,385 shares
    Change vs previous 13F -2,344 shares

    0.45% of the 13F portfolio, value $815,526.

    13F-HR 0002047823-25-000002 filed by Finley Financial, 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 9,729 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,072,914.

    13F-HR 0002047823-25-000001 filed by Finley Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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