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Disclosery

Probity Advisors, Inc.: SHV position timeline

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

Probity Advisors, Inc. held 2,406 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,406 shares
    Change vs previous 13F -900 shares

    0.04% of the 13F portfolio, value $265,502.

    13F-HR 0001676603-26-000004 filed by Probity Advisors, Inc.
    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 3,306 shares
    Change vs previous 13F -75 shares

    0.06% of the 13F portfolio, value $364,949.

    13F-HR 0001676603-26-000002 filed by Probity Advisors, Inc.
    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 3,381 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $372,417.

    13F-HR 0001676603-26-000001 filed by Probity Advisors, Inc.
    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 3,381 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $373,567.

    13F-HR 0001676603-25-000002 filed by Probity Advisors, Inc.
    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 3,381 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $373,330.

    13F-HR 0001085146-25-004303 filed by Probity Advisors, Inc.
    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 3,381 shares
    Change vs previous 13F -4,693 shares

    0.07% of the 13F portfolio, value $373,465.

    13F-HR 0001085146-25-002876 filed by Probity Advisors, Inc.
    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 8,074 shares
    Change vs previous 13F -2,178 shares

    0.17% of the 13F portfolio, value $889,028.

    13F-HR 0001085146-25-001802 filed by Probity Advisors, Inc.
    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 10,252 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,134,179.

    13F-HR 0001085146-24-004959 filed by Probity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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