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Presidio Capital Management, LLC: SHV position timeline

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

Presidio Capital Management, LLC held 7,158 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,158 shares
    Change vs previous 13F -136,684 shares

    0.2% of the 13F portfolio, value $789,892.

    13F-HR 0001951757-26-001008 filed by Presidio Capital 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 143,842 shares
    Change vs previous 13F -6,869 shares

    4.61% of the 13F portfolio, value $15,878,749.

    13F-HR 0001951757-26-000532 filed by Presidio Capital 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 150,711 shares
    Change vs previous 13F -3,976 shares

    4.99% of the 13F portfolio, value $16,600,779.

    13F-HR 0001951757-26-000147 filed by Presidio Capital 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 154,687 shares
    Change vs previous 13F +3,289 shares

    5.99% of the 13F portfolio, value $17,091,351.

    13F-HR 0001951757-25-001321 filed by Presidio Capital 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 151,398 shares
    Change vs previous 13F +2,242 shares

    6.44% of the 13F portfolio, value $16,717,382.

    13F-HR 0001667731-25-000748 filed by Presidio Capital 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 149,156 shares
    Change vs previous 13F +11,262 shares

    6.87% of the 13F portfolio, value $16,475,765.

    13F-HR 0001667731-25-000383 filed by Presidio Capital 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 137,894 shares
    Change vs previous 13F -2,009 shares

    8.13% of the 13F portfolio, value $15,183,474.

    13F-HR 0001667731-25-000271 filed by Presidio Capital 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 139,903 shares
    Change vs previous 13F not available

    9.89% of the 13F portfolio, value $15,477,498.

    13F-HR 0001931750-24-000004 filed by Presidio Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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