Skip to content
Disclosery

Jessup Wealth Management, Inc: SHV position timeline

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

Jessup Wealth Management, Inc held 5,018 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,018 shares
    Change vs previous 13F -205 shares

    0.17% of the 13F portfolio, value $553,783.

    13F-HR 0001963536-26-000005 filed by Jessup Wealth Management, Inc
    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 5,223 shares
    Change vs previous 13F +330 shares

    0.21% of the 13F portfolio, value $576,619.

    13F-HR 0001963536-26-000003 filed by Jessup Wealth Management, Inc
    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 4,893 shares
    Change vs previous 13F +917 shares

    0.18% of the 13F portfolio, value $538,939.

    13F-HR 0001963536-26-000001 filed by Jessup Wealth Management, Inc
    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 3,976 shares
    Change vs previous 13F +52 shares

    0.16% of the 13F portfolio, value $439,288.

    13F-HR 0001963536-25-000002 filed by Jessup Wealth Management, Inc
    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 3,924 shares
    Change vs previous 13F -622 shares

    0.17% of the 13F portfolio, value $433,276.

    13F-HR 0001085146-25-004502 filed by Jessup Wealth Management, Inc
    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 4,546 shares
    Change vs previous 13F +1,238 shares

    0.21% of the 13F portfolio, value $502,124.

    13F-HR 0001085146-25-002478 filed by Jessup Wealth Management, Inc
    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 3,308 shares
    Change vs previous 13F +964 shares

    0.16% of the 13F portfolio, value $364,218.

    13F-HR 0001085146-25-000673 filed by Jessup Wealth Management, Inc
    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 2,344 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $259,320.

    13F-HR 0001085146-24-004740 filed by Jessup Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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