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Mader & Shannon Wealth Management, Inc.: SHV position timeline

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

Mader & Shannon Wealth Management, Inc. held 76,742 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,742 shares
    Change vs previous 13F -537 shares

    3.96% of the 13F portfolio, value $8,468,480.

    13F-HR 0001535862-26-000005 filed by Mader & Shannon Wealth Management, Inc.
    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 77,279 shares
    Change vs previous 13F +48,804 shares

    3.95% of the 13F portfolio, value $8,530,829.

    13F-HR 0001535862-26-000003 filed by Mader & Shannon Wealth Management, Inc.
    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 28,475 shares
    Change vs previous 13F 0 shares

    1.54% of the 13F portfolio, value $3,146,203.

    13F-HR 0001535862-26-000002 filed by Mader & Shannon Wealth Management, Inc.
    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 28,475 shares
    Change vs previous 13F -63,146 shares

    1.54% of the 13F portfolio, value $3,146,203.

    13F-HR 0001535862-25-000006 filed by Mader & Shannon Wealth Management, Inc.
    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 91,621 shares
    Change vs previous 13F +920 shares

    5.51% of the 13F portfolio, value $10,116,791.

    13F-HR 0001535862-25-000005 filed by Mader & Shannon Wealth Management, Inc.
    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 90,701 shares
    Change vs previous 13F -55,565 shares

    5.72% of the 13F portfolio, value $10,018,832.

    13F-HR 0001535862-25-000002 filed by Mader & Shannon Wealth Management, Inc.
    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 146,266 shares
    Change vs previous 13F -42,405 shares

    9.96% of the 13F portfolio, value $16,105,349.

    13F-HR 0001535862-25-000001 filed by Mader & Shannon Wealth Management, Inc.
    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 188,671 shares
    Change vs previous 13F not available

    12.14% of the 13F portfolio, value $20,872,670.

    13F-HR 0001535862-24-000006 filed by Mader & Shannon Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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