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Disclosery

Frontier Asset Management, LLC: SHV position timeline

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

Frontier Asset Management, LLC held 10,774 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,774 shares
    Change vs previous 13F +250 shares

    0.21% of the 13F portfolio, value $1,188,909.

    13F-HR 0001420506-26-001417 filed by Frontier 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 10,524 shares
    Change vs previous 13F -2 shares

    0.24% of the 13F portfolio, value $1,161,754.

    13F-HR 0001420506-26-000810 filed by Frontier 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 10,526 shares
    Change vs previous 13F -1,368 shares

    0.27% of the 13F portfolio, value $1,159,357.

    13F-HR 0001420506-26-000144 filed by Frontier 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 11,894 shares
    Change vs previous 13F -824 shares

    0.33% of the 13F portfolio, value $1,314,161.

    13F-HR 0001420506-25-002926 filed by Frontier 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 12,718 shares
    Change vs previous 13F -216 shares

    0.38% of the 13F portfolio, value $1,404,409.

    13F-HR 0001910146-25-000008 filed by Frontier 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 12,934 shares
    Change vs previous 13F -19,745 shares

    0.41% of the 13F portfolio, value $1,428,731.

    13F-HR 0001910146-25-000004 filed by Frontier 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 32,679 shares
    Change vs previous 13F -2,319 shares

    1.19% of the 13F portfolio, value $3,598,298.

    13F-HR 0001910146-25-000001 filed by Frontier Asset Management, 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 34,998 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $3,871,833.

    13F-HR 0001910146-24-000006 filed by Frontier Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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