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Onyx Bridge Wealth Group LLC: SHV position timeline

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

Onyx Bridge Wealth Group LLC held 59,868 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,868 shares
    Change vs previous 13F -17,555 shares

    0.59% of the 13F portfolio, value $6,606,391.

    13F-HR 0001819476-26-000005 filed by Onyx Bridge Wealth Group 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 77,423 shares
    Change vs previous 13F -9,106 shares

    0.92% of the 13F portfolio, value $8,546,754.

    13F-HR 0001819476-26-000003 filed by Onyx Bridge Wealth Group 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 86,529 shares
    Change vs previous 13F -44,039 shares

    1.01% of the 13F portfolio, value $9,531,220.

    13F-HR 0001819476-26-000001 filed by Onyx Bridge Wealth Group 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 130,568 shares
    Change vs previous 13F -30,705 shares

    1.57% of the 13F portfolio, value $14,426,492.

    13F-HR 0001819476-25-000008 filed by Onyx Bridge Wealth Group 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 161,273 shares
    Change vs previous 13F +7,256 shares

    2.35% of the 13F portfolio, value $17,807,750.

    13F-HR 0001819476-25-000007 filed by Onyx Bridge Wealth Group 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 154,017 shares
    Change vs previous 13F +28,895 shares

    2.44% of the 13F portfolio, value $17,012,706.

    13F-HR 0001819476-25-000005 filed by Onyx Bridge Wealth Group 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 125,122 shares
    Change vs previous 13F -25,595 shares

    1.98% of the 13F portfolio, value $13,777,229.

    13F-HR 0001819476-25-000002 filed by Onyx Bridge Wealth Group 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 150,717 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $16,673,876.

    13F-HR 0001819476-24-000009 filed by Onyx Bridge Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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