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Sulzberger Capital Advisors, Inc.: SHV position timeline

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

Sulzberger Capital Advisors, Inc. held 172,589 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 172,589 shares
    Change vs previous 13F -14,498 shares

    18.59% of the 13F portfolio, value $19,045,196.

    13F-HR 0001172661-26-002666 filed by Sulzberger Capital Advisors, Inc.
    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 187,087 shares
    Change vs previous 13F -39,080 shares

    21.08% of the 13F portfolio, value $20,652,534.

    13F-HR 0001172661-26-001442 filed by Sulzberger Capital Advisors, Inc.
    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 226,167 shares
    Change vs previous 13F -5,255 shares

    25.16% of the 13F portfolio, value $24,912,295.

    13F-HR 0001172661-26-000025 filed by Sulzberger Capital Advisors, Inc.
    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 231,422 shares
    Change vs previous 13F -28,383 shares

    28.52% of the 13F portfolio, value $25,569,817.

    13F-HR 0001172661-25-005219 filed by Sulzberger Capital Advisors, Inc.
    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 259,805 shares
    Change vs previous 13F +56,187 shares

    33.57% of the 13F portfolio, value $28,687,668.

    13F-HR 0001172661-25-002902 filed by Sulzberger Capital Advisors, Inc.
    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 203,618 shares
    Change vs previous 13F +138,851 shares

    29.56% of the 13F portfolio, value $22,491,644.

    13F-HR 0001172661-25-001486 filed by Sulzberger Capital Advisors, Inc.
    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 64,767 shares
    Change vs previous 13F not available

    8.14% of the 13F portfolio, value $7,131,494.

    13F-HR 0001172661-25-001242 filed by Sulzberger Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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