Mainsail Financial Group, LLC: SHV position timeline

Mainsail Financial Group, LLC held 12,944 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 12,944 shares

   Change vs previous 13F -14,805 shares

   0.49% of the 13F portfolio, value $1,428,342.

   13F-HR 0001961290-26-000003 filed by Mainsail Financial Group, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 27,749 shares

   Change vs previous 13F -1,084 shares

   1.28% of the 13F portfolio, value $3,063,174.

   13F-HR 0001961290-26-000002 filed by Mainsail Financial Group, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 28,833 shares

   Change vs previous 13F +4,099 shares

   1.32% of the 13F portfolio, value $3,175,970.

   13F-HR 0001961290-26-000001 filed by Mainsail Financial Group, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 24,734 shares

   Change vs previous 13F -1,443 shares

   1.18% of the 13F portfolio, value $2,732,860.

   13F-HR 0001961290-25-000005 filed by Mainsail Financial Group, LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 26,177 shares

   Change vs previous 13F not available

   1.34% of the 13F portfolio, value $2,885,229.

   13F-HR 0001085146-25-003952 filed by Mainsail Financial Group, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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