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Disclosery

Fund Evaluation Group, LLC: SHV position timeline

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

Fund Evaluation Group, LLC held 281,843 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 281,843 shares
    Change vs previous 13F +4,288 shares

    0.84% of the 13F portfolio, value $31,101,375.

    13F-HR 0001420506-26-001466 filed by Fund Evaluation Group, 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 277,555 shares
    Change vs previous 13F +6,461 shares

    0.94% of the 13F portfolio, value $30,639,296.

    13F-HR 0001420506-26-000854 filed by Fund Evaluation Group, 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 271,094 shares
    Change vs previous 13F +3,824 shares

    0.99% of the 13F portfolio, value $29,861,004.

    13F-HR 0001420506-26-000294 filed by Fund Evaluation Group, 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 267,270 shares
    Change vs previous 13F +12,281 shares

    1.07% of the 13F portfolio, value $29,530,696.

    13F-HR 0001420506-25-003080 filed by Fund Evaluation Group, 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 254,989 shares
    Change vs previous 13F +4,861 shares

    1.09% of the 13F portfolio, value $28,155,922.

    13F-HR 0001420506-25-001768 filed by Fund Evaluation Group, 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 250,128 shares
    Change vs previous 13F -49,894 shares

    1.19% of the 13F portfolio, value $27,629,147.

    13F-HR 0001420506-25-000826 filed by Fund Evaluation Group, 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 300,022 shares
    Change vs previous 13F +1,739 shares

    1.54% of the 13F portfolio, value $33,034,881.

    13F-HR 0001420506-25-000306 filed by Fund Evaluation Group, 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 298,283 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $32,998,000.

    13F-HR 0001356249-24-000008 filed by Fund Evaluation Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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