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Mullooly Asset Management, Inc.: SHV position timeline

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

Mullooly Asset Management, Inc. held 248,775 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,775 shares
    Change vs previous 13F +19,391 shares

    8.45% of the 13F portfolio, value $27,451,568.

    13F-HR 0001950591-26-000004 filed by Mullooly Asset 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 229,384 shares
    Change vs previous 13F +6,916 shares

    9.35% of the 13F portfolio, value $25,322,274.

    13F-HR 0001950591-26-000003 filed by Mullooly Asset 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 222,468 shares
    Change vs previous 13F +13,527 shares

    8.96% of the 13F portfolio, value $24,504,697.

    13F-HR 0001950591-26-000001 filed by Mullooly Asset 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 208,941 shares
    Change vs previous 13F +14,245 shares

    8.86% of the 13F portfolio, value $23,086,060.

    13F-HR 0001950591-25-000002 filed by Mullooly Asset 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 194,696 shares
    Change vs previous 13F -9,368 shares

    9.02% of the 13F portfolio, value $21,498,758.

    13F-HR 0001085146-25-004074 filed by Mullooly Asset 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/A 204,064 shares
    Change vs previous 13F not available

    10.23% of the 13F portfolio, value $22,540,939.

    13F-HR/A 0001085146-25-003225 filed by Mullooly Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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