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IPG Investment Advisors LLC: SHV position timeline

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

IPG Investment Advisors LLC held 154,873 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 154,873 shares
    Change vs previous 13F +24,245 shares

    2.46% of the 13F portfolio, value $17,090,236.

    13F-HR 0001602237-26-000006 filed by IPG Investment Advisors 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 130,628 shares
    Change vs previous 13F -15,747 shares

    2.48% of the 13F portfolio, value $14,420,025.

    13F-HR 0001602237-26-000004 filed by IPG Investment Advisors 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 146,375 shares
    Change vs previous 13F +79,725 shares

    2.83% of the 13F portfolio, value $16,123,206.

    13F-HR 0001602237-26-000002 filed by IPG Investment Advisors 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 66,650 shares
    Change vs previous 13F +47,755 shares

    1.31% of the 13F portfolio, value $7,364,159.

    13F-HR 0001602237-25-000009 filed by IPG Investment Advisors 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 18,895 shares
    Change vs previous 13F +3,080 shares

    0.41% of the 13F portfolio, value $2,086,386.

    13F-HR 0001602237-25-000007 filed by IPG Investment Advisors 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 15,815 shares
    Change vs previous 13F +958 shares

    0.4% of the 13F portfolio, value $1,746,925.

    13F-HR 0001602237-25-000004 filed by IPG Investment Advisors 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 14,857 shares
    Change vs previous 13F -355 shares

    0.37% of the 13F portfolio, value $1,635,904.

    13F-HR 0001602237-25-000002 filed by IPG Investment Advisors 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 15,212 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,682,904.

    13F-HR 0001602237-24-000008 filed by IPG Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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