Spinnaker Investment Group, LLC: SHV position timeline

Spinnaker Investment Group, LLC held 0 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -8,162 shares

   13F-HR 0001911067-26-000003 filed by Spinnaker Investment Group, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

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

2. period ended2026-03-31

   13F 8,162 shares

   Change vs previous 13F -798 shares

   0.18% of the 13F portfolio, value $900,986.

   13F-HR 0001911067-26-000002 filed by Spinnaker Investment Group, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 8,960 shares

   Change vs previous 13F +113 shares

   0.18% of the 13F portfolio, value $986,990.

   13F-HR 0001911067-26-000001 filed by Spinnaker Investment Group, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 8,847 shares

   Change vs previous 13F -1,848 shares

   0.18% of the 13F portfolio, value $977,491.

   13F-HR 0001085146-25-005913 filed by Spinnaker Investment Group, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 10,695 shares

   Change vs previous 13F not available

   0.28% of the 13F portfolio, value $1,180,950.

   13F-HR 0001667731-25-000848 filed by Spinnaker Investment Group, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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