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Disclosery

Hixon Zuercher, LLC: SHV position timeline

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

Hixon Zuercher, LLC held 64,000 SHV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 64,000 shares
    Change vs previous 13F +14,606 shares

    2.04% of the 13F portfolio, value $7,060,475.

    13F-HR 0002085853-26-001143 filed by Hixon Zuercher, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 49,394 shares
    Change vs previous 13F +1,552 shares

    1.6% of the 13F portfolio, value $5,450,637.

    13F-HR 0002085853-26-000772 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 47,842 shares
    Change vs previous 13F +325 shares

    1.64% of the 13F portfolio, value $5,281,291.

    13F-HR 0002085853-26-000411 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 47,517 shares
    Change vs previous 13F +2 shares

    1.59% of the 13F portfolio, value $5,233,974.

    13F-HR 0002085853-26-000082 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 47,515 shares
    Change vs previous 13F +3,732 shares

    1.6% of the 13F portfolio, value $5,249,954.

    13F-HR 0002085853-25-000070 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 43,783 shares
    Change vs previous 13F +808 shares

    1.56% of the 13F portfolio, value $4,834,561.

    13F-HR 0001667731-25-001033 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 42,975 shares
    Change vs previous 13F +2,855 shares

    1.67% of the 13F portfolio, value $4,746,986.

    13F-HR 0001667731-25-000533 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 40,120 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $4,417,607.

    13F-HR 0001667731-25-000096 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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