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Disclosery

Seven Post Investment Office LP: SHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Seven Post Investment Office LP on SHV, newest first. How the timeline and the estimate are built.

Seven Post Investment Office LP held 0 SHV shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -163,736 shares

    13F-HR 0001172661-25-002608 filed by Seven Post Investment Office LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 163,736 shares
    Change vs previous 13F -1,878 shares

    6.91% of the 13F portfolio, value $18,086,257.

    13F-HR 0001172661-25-001509 filed by Seven Post Investment Office LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 165,614 shares
    Change vs previous 13F +8,635 shares

    6.98% of the 13F portfolio, value $18,235,774.

    13F-HR 0001172661-25-000226 filed by Seven Post Investment Office LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 156,979 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $17,366,582.

    13F-HR 0001172661-24-004434 filed by Seven Post Investment Office LP
    Filed (acceptance time not in the bulk data set), ingested

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