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Sandy Cove Advisors, LLC: SHV position timeline

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

Sandy Cove Advisors, LLC held 7,871 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,871 shares
    Change vs previous 13F +1,452 shares

    0.22% of the 13F portfolio, value $868,613.

    13F-HR 0001172661-26-002505 filed by Sandy Cove 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 6,419 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $708,593.

    13F-HR 0001172661-26-001597 filed by Sandy Cove 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 6,419 shares
    Change vs previous 13F -2,736 shares

    0.21% of the 13F portfolio, value $707,053.

    13F-HR 0001172661-26-000539 filed by Sandy Cove 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 9,155 shares
    Change vs previous 13F -50 shares

    0.32% of the 13F portfolio, value $1,011,536.

    13F-HR 0001172661-25-004355 filed by Sandy Cove 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 9,205 shares
    Change vs previous 13F +825 shares

    0.37% of the 13F portfolio, value $1,016,416.

    13F-HR 0001172661-25-002497 filed by Sandy Cove 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 8,380 shares
    Change vs previous 13F +1,627 shares

    0.37% of the 13F portfolio, value $925,655.

    13F-HR 0001172661-25-001682 filed by Sandy Cove 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 6,753 shares
    Change vs previous 13F -74 shares

    0.29% of the 13F portfolio, value $743,573.

    13F-HR 0001172661-25-000196 filed by Sandy Cove 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 6,827 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $755,271.

    13F-HR 0001172661-24-004285 filed by Sandy Cove Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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