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Hudson Portfolio Management LLC: SHV position timeline

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

Hudson Portfolio Management LLC held 28,310 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,310 shares
    Change vs previous 13F +9,950 shares

    2.36% of the 13F portfolio, value $3,124,009.

    13F-HR 0001172661-26-003345 filed by Hudson Portfolio Management LLC
    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 18,360 shares
    Change vs previous 13F +5,340 shares

    1.71% of the 13F portfolio, value $2,026,760.

    13F-HR 0001172661-26-001950 filed by Hudson Portfolio Management LLC
    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 13,020 shares
    Change vs previous 13F +8,620 shares

    1.23% of the 13F portfolio, value $1,434,153.

    13F-HR 0001172661-26-000782 filed by Hudson Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,400 shares
    Change vs previous 13F -1,950 shares

    0.43% of the 13F portfolio, value $486,156.

    13F-HR 0001172661-25-004898 filed by Hudson Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,350 shares
    Change vs previous 13F +1,000 shares

    0.66% of the 13F portfolio, value $701,167.

    13F-HR 0001172661-25-003128 filed by Hudson Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,350 shares
    Change vs previous 13F -400 shares

    0.57% of the 13F portfolio, value $590,961.

    13F-HR 0001172661-25-001830 filed by Hudson Portfolio Management LLC
    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 5,750 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $633,133.

    13F-HR 0001172661-25-000771 filed by Hudson Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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