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Northwest Quadrant Wealth Management, LLC: SHV position timeline

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

Northwest Quadrant Wealth Management, LLC held 174,316 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,316 shares
    Change vs previous 13F -76,269 shares

    3.56% of the 13F portfolio, value $19,235,734.

    13F-HR 0001697767-26-000005 filed by Northwest Quadrant Wealth Management, 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 250,585 shares
    Change vs previous 13F -3,600 shares

    5.75% of the 13F portfolio, value $27,662,074.

    13F-HR 0001697767-26-000002 filed by Northwest Quadrant Wealth Management, 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 254,185 shares
    Change vs previous 13F -3,225 shares

    5.79% of the 13F portfolio, value $27,998,509.

    13F-HR 0001697767-26-000001 filed by Northwest Quadrant Wealth Management, 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 257,410 shares
    Change vs previous 13F +13,331 shares

    6.01% of the 13F portfolio, value $28,441,252.

    13F-HR 0001697767-25-000002 filed by Northwest Quadrant Wealth Management, 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 244,079 shares
    Change vs previous 13F -12,994 shares

    6.01% of the 13F portfolio, value $26,951,173.

    13F-HR 0001085146-25-004243 filed by Northwest Quadrant Wealth Management, 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 257,073 shares
    Change vs previous 13F -45,482 shares

    6.66% of the 13F portfolio, value $28,396,312.

    13F-HR 0001085146-25-002927 filed by Northwest Quadrant Wealth Management, 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 302,555 shares
    Change vs previous 13F +4,086 shares

    7.58% of the 13F portfolio, value $33,314,346.

    13F-HR 0001085146-25-001377 filed by Northwest Quadrant Wealth Management, 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 298,469 shares
    Change vs previous 13F not available

    7.61% of the 13F portfolio, value $33,019,594.

    13F-HR 0001085146-24-004648 filed by Northwest Quadrant Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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