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Disclosery

Good Life Advisors, LLC: SHV position timeline

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

Good Life Advisors, LLC held 27,967 SHV shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 27,967 shares
    Change vs previous 13F -30 shares

    0.19% of the 13F portfolio, value $3,088,174.

    13F-HR 0001085146-25-004710 filed by Good Life Advisors, 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 27,997 shares
    Change vs previous 13F +2,268 shares

    0.22% of the 13F portfolio, value $3,092,572.

    13F-HR 0001085146-25-002145 filed by Good Life Advisors, 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 25,729 shares
    Change vs previous 13F -27,433 shares

    0.21% of the 13F portfolio, value $2,833,054.

    13F-HR 0001085146-25-000666 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 53,162 shares
    Change vs previous 13F +32,768 shares

    0.36% of the 13F portfolio, value $5,881,422.

    13F-HR 0001085146-24-004944 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 20,394 shares
    Change vs previous 13F +418 shares

    0.19% of the 13F portfolio, value $2,253,531.

    13F-HR 0001085146-24-003080 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 19,976 shares
    Change vs previous 13F +282 shares

    0.2% of the 13F portfolio, value $2,208,181.

    13F-HR 0001085146-24-002191 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 19,694 shares
    Change vs previous 13F -580 shares

    0.21% of the 13F portfolio, value $2,168,941.

    13F-HR 0001085146-24-000279 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 20,274 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,239,709.

    13F-HR 0001085146-23-003813 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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