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Disclosery

LWM Advisory Services, LLC: SHV position timeline

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

LWM Advisory Services, LLC held 4,778 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,778 shares
    Change vs previous 13F -2,656 shares

    0.94% of the 13F portfolio, value $527,252.

    13F-HR 0001420506-26-001367 filed by LWM Advisory Services, 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 7,434 shares
    Change vs previous 13F +3,469 shares

    0.88% of the 13F portfolio, value $820,639.

    13F-HR 0001420506-26-000765 filed by LWM Advisory Services, 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 3,965 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $436,745.

    13F-HR 0001420506-26-000307 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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