Skip to content
Disclosery

Mutual Advisors, LLC: SHV position timeline

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

Mutual Advisors, LLC held 62,276 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,276 shares
    Change vs previous 13F -1,308 shares

    0.13% of the 13F portfolio, value $6,872,150.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 63,584 shares
    Change vs previous 13F +3,667 shares

    0.15% of the 13F portfolio, value $7,019,088.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 59,917 shares
    Change vs previous 13F +1,598 shares

    0.14% of the 13F portfolio, value $6,599,819.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 58,319 shares
    Change vs previous 13F -1,199 shares

    0.14% of the 13F portfolio, value $6,439,020.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 59,518 shares
    Change vs previous 13F +2,018 shares

    0.16% of the 13F portfolio, value $6,569,614.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 57,500 shares
    Change vs previous 13F +3,464 shares

    0.18% of the 13F portfolio, value $6,349,128.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, LLC
    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 54,036 shares
    Change vs previous 13F +3,069 shares

    0.17% of the 13F portfolio, value $5,959,338.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, LLC
    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 50,967 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,629,252.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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