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Disclosery

Formidable Asset Management, LLC: SHV position timeline

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

Formidable Asset Management, LLC held 37,790 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 37,790 shares
    Change vs previous 13F +14,930 shares

    0.66% of the 13F portfolio, value $4,171,638.

    13F-HR 0001592613-26-000003 filed by Formidable Asset Management, 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 22,860 shares
    Change vs previous 13F +15,995 shares

    0.39% of the 13F portfolio, value $2,518,029.

    13F-HR 0001592613-26-000002 filed by Formidable Asset Management, 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 6,865 shares
    Change vs previous 13F +100 shares

    0.11% of the 13F portfolio, value $758,514.

    13F-HR 0001592613-26-000001 filed by Formidable Asset Management, 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 6,765 shares
    Change vs previous 13F -50 shares

    0.12% of the 13F portfolio, value $746,991.

    13F-HR 0001592613-25-000008 filed by Formidable Asset Management, 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 6,815 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $752,785.

    13F-HR 0001592613-25-000004 filed by Formidable Asset Management, 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 6,815 shares
    Change vs previous 13F +2,605 shares

    0.13% of the 13F portfolio, value $752,785.

    13F-HR 0001592613-25-000002 filed by Formidable Asset Management, 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 4,210 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $463,563.

    13F-HR 0001592613-25-000001 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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