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Disclosery

STOLZ & ASSOCIATES, PS: SHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STOLZ & ASSOCIATES, PS on SHV, newest first. How the timeline and the estimate are built.

STOLZ & ASSOCIATES, PS held 111,743 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,743 shares
    Change vs previous 13F +5,374 shares

    7.7% of the 13F portfolio, value $12,330,840.

    13F-HR 0002108989-26-000003 filed by STOLZ & ASSOCIATES, PS
    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 106,369 shares
    Change vs previous 13F +13,571 shares

    8.18% of the 13F portfolio, value $11,725,055.

    13F-HR 0002108989-26-000002 filed by STOLZ & ASSOCIATES, PS
    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 92,798 shares
    Change vs previous 13F not available

    7.88% of the 13F portfolio, value $10,221,700.

    13F-HR 0001085146-26-000165 filed by STOLZ & ASSOCIATES, PS
    Filed (acceptance time not in the bulk data set), ingested

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