Skip to content
Disclosery

FUTURE YOU WEALTH LLC: SHV position timeline

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

FUTURE YOU WEALTH LLC held 134,271 SHV shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 134,271 shares
    Change vs previous 13F +5,066 shares

    8.05% of the 13F portfolio, value $14,826,329.

    13F-HR 0001667731-25-001024 filed by FUTURE YOU WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 129,205 shares
    Change vs previous 13F +8,368 shares

    9.14% of the 13F portfolio, value $14,272,335.

    13F-HR 0001667731-25-000574 filed by FUTURE YOU WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 120,837 shares
    Change vs previous 13F not available

    9.42% of the 13F portfolio, value $13,305,362.

    13F-HR 0001667731-25-000564 filed by FUTURE YOU WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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