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Disclosery

INVESTMENT HOUSE LLC: SHV position timeline

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

INVESTMENT HOUSE LLC held 38,665 SHV shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 38,665 shares
    Change vs previous 13F +1,108 shares

    0.19% of the 13F portfolio, value $4,266,661.

    13F-HR/A 0001398344-26-013195 filed by INVESTMENT HOUSE 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 37,557 shares
    Change vs previous 13F +1,391 shares

    0.22% of the 13F portfolio, value $4,145,971.

    13F-HR 0001398344-26-007561 filed by INVESTMENT HOUSE 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 36,166 shares
    Change vs previous 13F +1,135 shares

    0.19% of the 13F portfolio, value $3,983,685.

    13F-HR 0001398344-26-002352 filed by INVESTMENT HOUSE 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 35,031 shares
    Change vs previous 13F +219 shares

    0.18% of the 13F portfolio, value $3,870,575.

    13F-HR 0001398344-25-020085 filed by INVESTMENT HOUSE 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 34,812 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $3,843,941.

    13F-HR 0001398344-25-015489 filed by INVESTMENT HOUSE 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 34,812 shares
    Change vs previous 13F +801 shares

    0.22% of the 13F portfolio, value $3,845,334.

    13F-HR 0001398344-25-008970 filed by INVESTMENT HOUSE 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 34,011 shares
    Change vs previous 13F -9,579 shares

    0.2% of the 13F portfolio, value $3,744,951.

    13F-HR 0001398344-25-002354 filed by INVESTMENT HOUSE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 43,590 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,822,362.

    13F-HR 0001398344-24-020161 filed by INVESTMENT HOUSE LLC
    Filed (acceptance time not in the bulk data set), ingested

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