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Lake Hills Wealth Management, LLC: SHV position timeline

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

Lake Hills Wealth Management, LLC held 5,248 SHV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,248 shares
    Change vs previous 13F +1,453 shares

    0.27% of the 13F portfolio, value $578,959.

    13F-HR 0001214659-26-012617 filed by Lake Hills Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,795 shares
    Change vs previous 13F -609 shares

    0.19% of the 13F portfolio, value $418,778.

    13F-HR 0001214659-26-008272 filed by Lake Hills 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 ended2026-03-31
    13F 4,404 shares
    Change vs previous 13F +344 shares

    0.27% of the 13F portfolio, value $486,158.

    13F-HR 0001214659-26-004538 filed by Lake Hills 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 ended2025-12-31
    13F 4,060 shares
    Change vs previous 13F -762 shares

    0.23% of the 13F portfolio, value $447,209.

    13F-HR 0001214659-26-000220 filed by Lake Hills 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 ended2025-09-30
    13F 4,822 shares
    Change vs previous 13F -1,184 shares

    0.28% of the 13F portfolio, value $532,783.

    13F-HR 0001214659-25-014903 filed by Lake Hills 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 ended2025-06-30
    13F 6,006 shares
    Change vs previous 13F +132 shares

    0.38% of the 13F portfolio, value $663,183.

    13F-HR 0001214659-25-010197 filed by Lake Hills 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 ended2025-03-31
    13F 5,874 shares
    Change vs previous 13F -216 shares

    0.45% of the 13F portfolio, value $648,842.

    13F-HR 0001214659-25-005776 filed by Lake Hills Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,090 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $670,570.

    13F-HR 0001214659-25-000884 filed by Lake Hills Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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