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Disclosery

HFG Advisors, Inc.: SHV position timeline

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

HFG Advisors, Inc. held 15,811 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 15,811 shares
    Change vs previous 13F -2,617 shares

    1.09% of the 13F portfolio, value $1,744,745.

    13F-HR 0001951757-26-001156 filed by HFG Advisors, 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 18,428 shares
    Change vs previous 13F +527 shares

    1.43% of the 13F portfolio, value $2,034,267.

    13F-HR 0001951757-26-000810 filed by HFG Advisors, 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 17,901 shares
    Change vs previous 13F -4,203 shares

    1.43% of the 13F portfolio, value $1,971,795.

    13F-HR 0001951757-26-000445 filed by HFG Advisors, 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 22,104 shares
    Change vs previous 13F -5,167 shares

    1.8% of the 13F portfolio, value $2,442,269.

    13F-HR 0001951757-25-001384 filed by HFG Advisors, 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 27,271 shares
    Change vs previous 13F +3,649 shares

    2.39% of the 13F portfolio, value $3,011,265.

    13F-HR 0001951757-25-001035 filed by HFG Advisors, 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 23,622 shares
    Change vs previous 13F +11,451 shares

    2.23% of the 13F portfolio, value $2,609,286.

    13F-HR 0001951757-25-000386 filed by HFG Advisors, 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 12,171 shares
    Change vs previous 13F +2,448 shares

    1.17% of the 13F portfolio, value $1,340,148.

    13F-HR 0001951757-25-000125 filed by HFG Advisors, 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 9,723 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,075,655.

    13F-HR 0001951757-24-001048 filed by HFG Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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