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Disclosery

Sierra Legacy Group: SHV position timeline

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

Sierra Legacy Group held 161,125 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,125 shares
    Change vs previous 13F -21,284 shares

    13.78% of the 13F portfolio, value $17,780,190.

    13F-HR 0001172661-26-002668 filed by Sierra Legacy Group
    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 182,409 shares
    Change vs previous 13F -12,734 shares

    15.36% of the 13F portfolio, value $20,136,127.

    13F-HR 0001172661-26-001784 filed by Sierra Legacy Group
    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 195,143 shares
    Change vs previous 13F -9,948 shares

    15.78% of the 13F portfolio, value $21,494,994.

    13F-HR 0001172661-26-000226 filed by Sierra Legacy Group
    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 205,091 shares
    Change vs previous 13F -5,441 shares

    16.77% of the 13F portfolio, value $22,660,557.

    13F-HR 0001172661-25-004472 filed by Sierra Legacy Group
    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 210,532 shares
    Change vs previous 13F -15,824 shares

    18.04% of the 13F portfolio, value $23,246,919.

    13F-HR 0001172661-25-003014 filed by Sierra Legacy Group
    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 226,356 shares
    Change vs previous 13F +31,689 shares

    22.81% of the 13F portfolio, value $25,003,284.

    13F-HR 0001172661-25-001504 filed by Sierra Legacy Group
    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 194,667 shares
    Change vs previous 13F not available

    19.72% of the 13F portfolio, value $21,434,783.

    13F-HR 0001172661-25-001182 filed by Sierra Legacy Group
    Filed (acceptance time not in the bulk data set), ingested

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