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Disclosery

Keel Point, LLC: SHV position timeline

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

Keel Point, LLC held 8,487 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,487 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $936,540.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 8,487 shares
    Change vs previous 13F -3,251 shares

    0.06% of the 13F portfolio, value $936,880.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 11,738 shares
    Change vs previous 13F +2,085 shares

    0.08% of the 13F portfolio, value $1,292,941.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 9,653 shares
    Change vs previous 13F +6,324 shares

    0.07% of the 13F portfolio, value $1,066,560.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 3,329 shares
    Change vs previous 13F +30 shares

    0.02% of the 13F portfolio, value $367,588.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 3,299 shares
    Change vs previous 13F -4,270 shares

    0.03% of the 13F portfolio, value $364,408.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 7,569 shares
    Change vs previous 13F -417 shares

    0.07% of the 13F portfolio, value $833,423.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 7,986 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $883,491.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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