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Disclosery

Paulson Wealth Management Inc.: SHV position timeline

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

Paulson Wealth Management Inc. held 0 SHV shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -93,675 shares

    13F-HR 0001172661-25-002914 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 93,675 shares
    Change vs previous 13F +2,395 shares

    2.91% of the 13F portfolio, value $10,347,368.

    13F-HR 0001172661-25-001699 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 91,280 shares
    Change vs previous 13F +5,026 shares

    2.74% of the 13F portfolio, value $10,050,881.

    13F-HR 0001172661-25-000735 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 86,254 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $9,542,258.

    13F-HR 0001172661-24-004468 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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