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Disclosery

Ridgewood Investments LLC: SHV position timeline

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

Ridgewood Investments LLC held 36,306 SHV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,306 shares
    Change vs previous 13F -12 shares

    1.48% of the 13F portfolio, value $4,005,278.

    13F-HR 0001703556-26-000010 filed by Ridgewood Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 36,318 shares
    Change vs previous 13F -997 shares

    1.5% of the 13F portfolio, value $4,007,691.

    13F-HR 0001703556-26-000007 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 37,315 shares
    Change vs previous 13F -6,464 shares

    1.68% of the 13F portfolio, value $4,119,203.

    13F-HR 0001703556-26-000004 filed by Ridgewood Investments 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 43,779 shares
    Change vs previous 13F -4,794 shares

    2.04% of the 13F portfolio, value $4,837,142.

    13F-HR 0001703556-25-000010 filed by Ridgewood Investments 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 48,573 shares
    Change vs previous 13F -5,911 shares

    2.32% of the 13F portfolio, value $5,363,385.

    13F-HR 0001703556-25-000005 filed by Ridgewood Investments 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 54,484 shares
    Change vs previous 13F -11,374 shares

    2.81% of the 13F portfolio, value $6,018,303.

    13F-HR 0001703556-25-000003 filed by Ridgewood Investments 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 65,858 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $7,251,659.

    13F-HR 0001703556-25-000002 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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