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KDK Private Wealth Management, LLC: SHV position timeline

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

KDK Private Wealth Management, LLC held 24,303 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,303 shares
    Change vs previous 13F -19 shares

    2.22% of the 13F portfolio, value $2,681,884.

    13F-HR 0002085853-26-000993 filed by KDK Private Wealth 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 24,322 shares
    Change vs previous 13F -858 shares

    2.46% of the 13F portfolio, value $2,684,807.

    13F-HR 0002085853-26-000536 filed by KDK Private Wealth 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/A 25,180 shares
    Change vs previous 13F -532 shares

    2.42% of the 13F portfolio, value $2,773,515.

    13F-HR/A 0002085853-26-000256 filed by KDK Private Wealth 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 25,712 shares
    Change vs previous 13F -241 shares

    2.88% of the 13F portfolio, value $2,840,883.

    13F-HR 0002085853-25-000271 filed by KDK Private Wealth 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 25,953 shares
    Change vs previous 13F -748 shares

    3.06% of the 13F portfolio, value $2,865,707.

    13F-HR 0001667731-25-001109 filed by KDK Private Wealth 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 26,701 shares
    Change vs previous 13F -437 shares

    3.35% of the 13F portfolio, value $2,937,424.

    13F-HR 0001667731-25-000598 filed by KDK Private Wealth 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 27,138 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $2,988,212.

    13F-HR 0001667731-25-000253 filed by KDK Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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