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Net Worth Advisory Group: SHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on SHV, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 23,626 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,626 shares
    Change vs previous 13F -3,007 shares

    0.66% of the 13F portfolio, value $2,607,098.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 26,633 shares
    Change vs previous 13F -5,299 shares

    0.61% of the 13F portfolio, value $2,939,967.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 31,932 shares
    Change vs previous 13F -769 shares

    0.71% of the 13F portfolio, value $3,517,275.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 32,701 shares
    Change vs previous 13F -5,716 shares

    1.05% of the 13F portfolio, value $3,613,165.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 38,417 shares
    Change vs previous 13F -5,957 shares

    0.94% of the 13F portfolio, value $4,241,972.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 44,374 shares
    Change vs previous 13F -10,790 shares

    1.54% of the 13F portfolio, value $4,901,522.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 55,164 shares
    Change vs previous 13F +15,353 shares

    1.84% of the 13F portfolio, value $6,074,144.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 39,811 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $4,404,308.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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