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Disclosery

Sanctuary Advisors, LLC: SHV position timeline

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

Sanctuary Advisors, LLC held 67,991 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,991 shares
    Change vs previous 13F +5,269 shares

    0.03% of the 13F portfolio, value $7,502,794.

    13F-HR 0001777271-26-000007 filed by Sanctuary Advisors, 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 62,722 shares
    Change vs previous 13F -7,882 shares

    0.04% of the 13F portfolio, value $6,923,872.

    13F-HR 0001777271-26-000006 filed by Sanctuary Advisors, 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 70,604 shares
    Change vs previous 13F +12,643 shares

    0.04% of the 13F portfolio, value $7,776,984.

    13F-HR 0001777271-26-000005 filed by Sanctuary Advisors, 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 57,961 shares
    Change vs previous 13F +9,317 shares

    0.04% of the 13F portfolio, value $6,404,105.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary Advisors, 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 48,644 shares
    Change vs previous 13F +9,369 shares

    0.03% of the 13F portfolio, value $5,371,245.

    13F-HR 0001777271-26-000002 filed by Sanctuary Advisors, 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 39,275 shares
    Change vs previous 13F +485 shares

    0.03% of the 13F portfolio, value $4,338,321.

    13F-HR 0001777271-26-000001 filed by Sanctuary Advisors, 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 38,790 shares
    Change vs previous 13F -2,672 shares

    0.03% of the 13F portfolio, value $4,285,139.

    13F-HR 0001777271-25-000001 filed by Sanctuary Advisors, 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 41,462 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,577,765.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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