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Disclosery

J. W. Coons Advisors, LLC: SHV position timeline

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

J. W. Coons Advisors, LLC held 15,285 SHV shares at 2025-06-30 per its 13F-HR filed 2025-08-05.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 15,285 shares
    Change vs previous 13F -685 shares

    0.38% of the 13F portfolio, value $1,687,770.

    13F-HR 0001765380-25-000287 filed by J. W. Coons 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 ended2025-03-31
    13F 15,970 shares
    Change vs previous 13F +215 shares

    0.47% of the 13F portfolio, value $1,764,047.

    13F-HR 0001765380-25-000170 filed by J. W. Coons 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 ended2024-12-31
    13F 15,755 shares
    Change vs previous 13F +2,080 shares

    0.45% of the 13F portfolio, value $1,734,784.

    13F-HR 0001765380-25-000034 filed by J. W. Coons 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 ended2024-09-30
    13F 13,675 shares
    Change vs previous 13F +3,465 shares

    0.38% of the 13F portfolio, value $1,512,866.

    13F-HR 0001765380-24-000409 filed by J. W. Coons 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 ended2024-06-30
    13F 10,210 shares
    Change vs previous 13F +1,915 shares

    0.27% of the 13F portfolio, value $1,128,205.

    13F-HR 0001765380-24-000246 filed by J. W. Coons 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 ended2024-03-31
    13F 8,295 shares
    Change vs previous 13F -355 shares

    0.21% of the 13F portfolio, value $916,930.

    13F-HR 0001765380-24-000199 filed by J. W. Coons 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 ended2023-12-31
    13F/A 8,650 shares
    Change vs previous 13F +510 shares

    0.26% of the 13F portfolio, value $952,625.

    13F-HR/A 0001765380-24-000143 filed by J. W. Coons 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 ended2023-09-30
    13F 8,140 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $899,226.

    13F-HR 0001765380-23-000214 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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