Skip to content
Disclosery

Strategic Point Investment Advisors, LLC: SHV position timeline

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

Strategic Point Investment Advisors, LLC held 0 SHV shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -198,740 shares

    13F-HR 0001295044-26-000005 filed by Strategic Point Investment Advisors, LLC
    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 ended2025-12-31
    13F 198,740 shares
    Change vs previous 13F +7,892 shares

    3.03% of the 13F portfolio, value $21,891,246.

    13F-HR 0001295044-26-000002 filed by Strategic Point Investment 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 ended2025-09-30
    13F 190,848 shares
    Change vs previous 13F +4,297 shares

    3.03% of the 13F portfolio, value $21,086,830.

    13F-HR 0001295044-25-000010 filed by Strategic Point Investment 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 ended2025-06-30
    13F 186,551 shares
    Change vs previous 13F +3,251 shares

    3.18% of the 13F portfolio, value $20,599,007.

    13F-HR 0001295044-25-000008 filed by Strategic Point Investment 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 ended2025-03-31
    13F 183,300 shares
    Change vs previous 13F +576 shares

    3.37% of the 13F portfolio, value $20,247,308.

    13F-HR 0001295044-25-000005 filed by Strategic Point Investment 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 ended2024-12-31
    13F 182,724 shares
    Change vs previous 13F +4,168 shares

    3.28% of the 13F portfolio, value $20,119,785.

    13F-HR 0001295044-25-000002 filed by Strategic Point Investment 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 ended2024-09-30
    13F 178,556 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $19,753,635.

    13F-HR 0001295044-24-000012 filed by Strategic Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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