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Disclosery

&PARTNERS: SHV position timeline

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

&PARTNERS held 23,277 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 23,277 shares
    Change vs previous 13F -2,426 shares

    0.01% of the 13F portfolio, value $2,568,664.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 25,703 shares
    Change vs previous 13F -1,593 shares

    0.01% of the 13F portfolio, value $2,837,373.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 27,296 shares
    Change vs previous 13F -948 shares

    0.02% of the 13F portfolio, value $2,994,126.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 28,244 shares
    Change vs previous 13F +11,909 shares

    0.02% of the 13F portfolio, value $3,370,594.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 16,335 shares
    Change vs previous 13F +5,684 shares

    0.01% of the 13F portfolio, value $1,803,763.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 10,651 shares
    Change vs previous 13F -1,848 shares

    0.01% of the 13F portfolio, value $1,176,426.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 12,499 shares
    Change vs previous 13F +5,074 shares

    0.02% of the 13F portfolio, value $1,373,013.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 7,425 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $821,387.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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