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OAK FAMILY ADVISORS, LLC: SHV position timeline

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

OAK FAMILY ADVISORS, LLC held 108,288 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,288 shares
    Change vs previous 13F +17,695 shares

    3.45% of the 13F portfolio, value $11,949,581.

    13F-HR 0001846161-26-000003 filed by OAK FAMILY 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 90,593 shares
    Change vs previous 13F +3,121 shares

    3.08% of the 13F portfolio, value $10,000,561.

    13F-HR 0001846161-26-000002 filed by OAK FAMILY 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 87,472 shares
    Change vs previous 13F +38,963 shares

    2.95% of the 13F portfolio, value $9,635,041.

    13F-HR 0001846161-26-000001 filed by OAK FAMILY 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 48,509 shares
    Change vs previous 13F -19,550 shares

    1.74% of the 13F portfolio, value $5,359,759.

    13F-HR 0001846161-25-000005 filed by OAK FAMILY 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 68,059 shares
    Change vs previous 13F +43,437 shares

    2.72% of the 13F portfolio, value $7,515,075.

    13F-HR 0001846161-25-000004 filed by OAK FAMILY 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 24,622 shares
    Change vs previous 13F -2,170 shares

    1.13% of the 13F portfolio, value $2,719,746.

    13F-HR 0001846161-25-000002 filed by OAK FAMILY 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 26,792 shares
    Change vs previous 13F +4,216 shares

    1.15% of the 13F portfolio, value $2,950,067.

    13F-HR 0001846161-25-000001 filed by OAK FAMILY 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 22,576 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,497,583.

    13F-HR 0001846161-24-000006 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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