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Disclosery

Leelyn Smith, LLC: SHV position timeline

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

Leelyn Smith, LLC held 17,519 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,519 shares
    Change vs previous 13F +7,360 shares

    0.24% of the 13F portfolio, value $1,933,222.

    13F-HR 0001777817-26-000004 filed by Leelyn Smith, 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 10,159 shares
    Change vs previous 13F +3,089 shares

    0.16% of the 13F portfolio, value $1,121,452.

    13F-HR 0001777817-26-000003 filed by Leelyn Smith, 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 7,070 shares
    Change vs previous 13F +754 shares

    0.11% of the 13F portfolio, value $778,761.

    13F-HR 0001777817-26-000001 filed by Leelyn Smith, 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 6,316 shares
    Change vs previous 13F -4,011 shares

    0.11% of the 13F portfolio, value $697,855.

    13F-HR 0001777817-25-000008 filed by Leelyn Smith, 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 10,327 shares
    Change vs previous 13F +1,019 shares

    0.19% of the 13F portfolio, value $1,140,307.

    13F-HR 0001777817-25-000005 filed by Leelyn Smith, 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 9,308 shares
    Change vs previous 13F +4,753 shares

    0.18% of the 13F portfolio, value $1,028,162.

    13F-HR 0001777817-25-000004 filed by Leelyn Smith, 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 4,555 shares
    Change vs previous 13F +417 shares

    0.09% of the 13F portfolio, value $501,551.

    13F-HR 0001777817-25-000001 filed by Leelyn Smith, 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 4,138 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $457,787.

    13F-HR 0001777817-24-000005 filed by Leelyn Smith, LLC
    Filed (acceptance time not in the bulk data set), ingested

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