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Disclosery

GREENLEAF TRUST: SHV position timeline

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

GREENLEAF TRUST held 67,324 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,324 shares
    Change vs previous 13F -219 shares

    0.07% of the 13F portfolio, value $7,429,203.

    13F-HR 0001162170-26-000006 filed by GREENLEAF TRUST
    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 67,543 shares
    Change vs previous 13F +67,543 shares

    0.07% of the 13F portfolio, value $7,456,072.

    13F-HR 0001162170-26-000005 filed by GREENLEAF TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -9,471 shares

    13F-HR 0001162170-25-000006 filed by GREENLEAF TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 9,471 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,046,167.

    13F-HR 0001162170-25-000005 filed by GREENLEAF TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 9,471 shares
    Change vs previous 13F -1,000 shares

    0.01% of the 13F portfolio, value $1,042,852.

    13F-HR 0001162170-25-000001 filed by GREENLEAF TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 10,471 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,158,407.

    13F-HR 0001162170-24-000006 filed by GREENLEAF TRUST
    Filed (acceptance time not in the bulk data set), ingested

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