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Disclosery

Proficio Capital Partners LLC: SHV position timeline

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

Proficio Capital Partners LLC held 23,995 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,995 shares
    Change vs previous 13F -1,893 shares

    0.1% of the 13F portfolio, value $2,647,848.

    13F-HR 0001214659-26-010442 filed by Proficio Capital Partners 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 25,888 shares
    Change vs previous 13F -2,939 shares

    0.15% of the 13F portfolio, value $2,857,776.

    13F-HR 0001214659-26-006130 filed by Proficio Capital Partners 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 28,827 shares
    Change vs previous 13F -9,607 shares

    0.22% of the 13F portfolio, value $3,175,294.

    13F-HR 0001214659-26-001534 filed by Proficio Capital Partners 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/A 38,434 shares
    Change vs previous 13F -50,783 shares

    0.29% of the 13F portfolio, value $4,246,573.

    13F-HR/A 0001214659-25-016818 filed by Proficio Capital Partners 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 89,217 shares
    Change vs previous 13F -74 shares

    0.61% of the 13F portfolio, value $9,851,341.

    13F-HR 0001214659-25-011672 filed by Proficio Capital Partners 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 89,291 shares
    Change vs previous 13F -2,650 shares

    0.76% of the 13F portfolio, value $9,849,098.

    13F-HR 0001214659-25-007000 filed by Proficio Capital Partners 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/A 91,941 shares
    Change vs previous 13F +56,882 shares

    0.82% of the 13F portfolio, value $10,132,432.

    13F-HR/A 0001214659-25-002094 filed by Proficio Capital Partners 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 35,059 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,878,576.

    13F-HR 0001214659-24-018255 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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