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Disclosery

Marks Wealth, LLC: SHV position timeline

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

Marks Wealth, LLC held 756,645 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 756,645 shares
    Change vs previous 13F -1,401,536 shares

    18.07% of the 13F portfolio, value $83,495,762.

    13F-HR 0002085853-26-000902 filed by Marks Wealth, 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 2,158,181 shares
    Change vs previous 13F +2,149,614 shares

    62.68% of the 13F portfolio, value $238,241,639.

    13F-HR 0002085853-26-000552 filed by Marks Wealth, 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 8,567 shares
    Change vs previous 13F -304,361 shares

    0.32% of the 13F portfolio, value $943,688.

    13F-HR 0002085853-26-000166 filed by Marks Wealth, 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 312,928 shares
    Change vs previous 13F -167,991 shares

    10.68% of the 13F portfolio, value $34,575,431.

    13F-HR 0002085853-25-000180 filed by Marks Wealth, 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 480,919 shares
    Change vs previous 13F -929,282 shares

    17.22% of the 13F portfolio, value $53,103,131.

    13F-HR 0001667731-25-000881 filed by Marks Wealth, 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 1,410,201 shares
    Change vs previous 13F not available

    57.18% of the 13F portfolio, value $155,770,779.

    13F-HR 0001667731-25-000550 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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