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Disclosery

Rossby Financial, LCC: SHV position timeline

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

Rossby Financial, LCC held 1,005 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,005 shares
    Change vs previous 13F +134 shares

    0.02% of the 13F portfolio, value $110,902.

    13F-HR 0002056510-26-000003 filed by Rossby Financial, LCC
    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 871 shares
    Change vs previous 13F -688 shares

    0.02% of the 13F portfolio, value $95,880.

    13F-HR 0002056510-26-000002 filed by Rossby Financial, LCC
    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 1,559 shares
    Change vs previous 13F -325 shares

    0.05% of the 13F portfolio, value $171,724.

    13F-HR 0002056510-26-000001 filed by Rossby Financial, LCC
    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 1,884 shares
    Change vs previous 13F -17,746 shares

    0.07% of the 13F portfolio, value $207,523.

    13F-HR 0002056510-25-000005 filed by Rossby Financial, LCC
    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 19,630 shares
    Change vs previous 13F -17,674 shares

    0.81% of the 13F portfolio, value $2,167,545.

    13F-HR 0002056510-25-000003 filed by Rossby Financial, LCC
    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 37,304 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $4,119,108.

    13F-HR 0002056510-25-000002 filed by Rossby Financial, LCC
    Filed (acceptance time not in the bulk data set), ingested

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