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Disclosery

RIA Advisory Group LLC: SHV position timeline

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

RIA Advisory Group LLC held 50,332 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,332 shares
    Change vs previous 13F -5,244 shares

    1.23% of the 13F portfolio, value $5,554,118.

    13F-HR 0002085853-26-000817 filed by RIA Advisory Group 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 55,576 shares
    Change vs previous 13F +1,589 shares

    1.5% of the 13F portfolio, value $6,135,035.

    13F-HR 0002085853-26-000473 filed by RIA Advisory Group 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 53,987 shares
    Change vs previous 13F -2,727 shares

    1.44% of the 13F portfolio, value $5,946,683.

    13F-HR 0002085853-26-000163 filed by RIA Advisory Group 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 56,714 shares
    Change vs previous 13F +3,772 shares

    1.62% of the 13F portfolio, value $6,266,368.

    13F-HR 0002085853-25-000287 filed by RIA Advisory Group 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 52,942 shares
    Change vs previous 13F -8,603 shares

    1.72% of the 13F portfolio, value $5,845,794.

    13F-HR 0001667731-25-001112 filed by RIA Advisory Group 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 61,545 shares
    Change vs previous 13F +51,453 shares

    2.21% of the 13F portfolio, value $6,798,213.

    13F-HR 0001667731-25-000613 filed by RIA Advisory Group 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 10,092 shares
    Change vs previous 13F -2,725 shares

    0.38% of the 13F portfolio, value $1,111,193.

    13F-HR 0001667731-25-000274 filed by RIA Advisory Group 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 12,817 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,417,943.

    13F-HR 0001958384-24-000004 filed by RIA Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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