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Disclosery

Rehmann Capital Advisory Group: SHV position timeline

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

Rehmann Capital Advisory Group held 2,518 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,518 shares
    Change vs previous 13F -9,703 shares

    0.01% of the 13F portfolio, value $277,861.

    13F-HR 0001633037-26-000003 filed by Rehmann Capital Advisory Group
    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 12,221 shares
    Change vs previous 13F +67 shares

    0.07% of the 13F portfolio, value $1,349,076.

    13F-HR 0001633037-26-000002 filed by Rehmann Capital Advisory Group
    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 12,154 shares
    Change vs previous 13F +20 shares

    0.07% of the 13F portfolio, value $1,338,763.

    13F-HR 0001633037-26-000001 filed by Rehmann Capital Advisory Group
    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 12,134 shares
    Change vs previous 13F +275 shares

    0.07% of the 13F portfolio, value $1,340,685.

    13F-HR 0001633037-25-000005 filed by Rehmann Capital Advisory Group
    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 11,859 shares
    Change vs previous 13F -240 shares

    0.08% of the 13F portfolio, value $1,309,470.

    13F-HR 0001633037-25-000004 filed by Rehmann Capital Advisory Group
    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 12,099 shares
    Change vs previous 13F -69 shares

    0.08% of the 13F portfolio, value $1,336,455.

    13F-HR 0001633037-25-000003 filed by Rehmann Capital Advisory Group
    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 12,168 shares
    Change vs previous 13F +18 shares

    0.08% of the 13F portfolio, value $1,339,818.

    13F-HR 0001633037-25-000001 filed by Rehmann Capital Advisory Group
    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 12,150 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,344,154.

    13F-HR 0001633037-24-000005 filed by Rehmann Capital Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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