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Disclosery

Lynch Investment Planning, LLC: SHV position timeline

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

Lynch Investment Planning, LLC held 3,523 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,523 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $388,763.

    13F-HR 0001754960-26-000556 filed by Lynch Investment Planning, 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 3,523 shares
    Change vs previous 13F -163 shares

    0.35% of the 13F portfolio, value $388,904.

    13F-HR 0001754960-26-000378 filed by Lynch Investment Planning, 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 3,686 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $406,013.

    13F-HR 0001754960-26-000191 filed by Lynch Investment Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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