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Disclosery

KDT Advisors, LLC: SHV position timeline

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

KDT Advisors, LLC held 8,659 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,659 shares
    Change vs previous 13F -750 shares

    1.32% of the 13F portfolio, value $955,521.

    13F-HR 0001172661-26-002998 filed by KDT 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 9,409 shares
    Change vs previous 13F -7,483 shares

    1.65% of the 13F portfolio, value $1,038,660.

    13F-HR 0001172661-26-002195 filed by KDT 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 16,892 shares
    Change vs previous 13F -13,321 shares

    2.61% of the 13F portfolio, value $1,860,654.

    13F-HR 0001172661-26-000513 filed by KDT 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/A 30,213 shares
    Change vs previous 13F not available

    4.89% of the 13F portfolio, value $3,338,234.

    13F-HR/A 0001172661-25-005199 filed by KDT Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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