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Hansen & Associates Financial Group, Inc.: SHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hansen & Associates Financial Group, Inc. on SHV, newest first. How the timeline and the estimate are built.

Hansen & Associates Financial Group, Inc. held 427,909 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 427,909 shares
    Change vs previous 13F -46,978 shares

    27% of the 13F portfolio, value $47,117,010.

    13F-HR 0001873973-26-000004 filed by Hansen & Associates Financial Group, Inc.
    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 474,887 shares
    Change vs previous 13F -18,591 shares

    28.15% of the 13F portfolio, value $52,294,548.

    13F-HR 0001873973-26-000003 filed by Hansen & Associates Financial Group, Inc.
    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 493,478 shares
    Change vs previous 13F -35,441 shares

    29.71% of the 13F portfolio, value $54,381,286.

    13F-HR 0001873973-26-000001 filed by Hansen & Associates Financial Group, Inc.
    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 528,919 shares
    Change vs previous 13F -317,301 shares

    24.42% of the 13F portfolio, value $58,307,979.

    13F-HR 0001873973-25-000007 filed by Hansen & Associates Financial Group, Inc.
    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 846,220 shares
    Change vs previous 13F -131,980 shares

    50.72% of the 13F portfolio, value $93,435,379.

    13F-HR 0001873973-25-000006 filed by Hansen & Associates Financial Group, Inc.
    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 978,200 shares
    Change vs previous 13F +321,388 shares

    57.86% of the 13F portfolio, value $107,885,646.

    13F-HR 0001873973-25-000002 filed by Hansen & Associates Financial Group, Inc.
    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 656,812 shares
    Change vs previous 13F -21,857 shares

    36.84% of the 13F portfolio, value $72,295,302.

    13F-HR 0001873973-25-000001 filed by Hansen & Associates Financial Group, Inc.
    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 678,669 shares
    Change vs previous 13F not available

    39.58% of the 13F portfolio, value $74,945,337.

    13F-HR 0001873973-24-000008 filed by Hansen & Associates Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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