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Disclosery

Townsend & Associates, Inc: SHV position timeline

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

Townsend & Associates, Inc held 664,440 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 664,440 shares
    Change vs previous 13F +18,481 shares

    6.24% of the 13F portfolio, value $73,261,206.

    13F-HR 0001729359-26-000004 filed by Townsend & Associates, 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 645,959 shares
    Change vs previous 13F +21,620 shares

    6.15% of the 13F portfolio, value $71,255,723.

    13F-HR 0001729359-26-000003 filed by Townsend & Associates, 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 624,339 shares
    Change vs previous 13F +9,668 shares

    6.14% of the 13F portfolio, value $68,852,106.

    13F-HR 0001729359-26-000002 filed by Townsend & Associates, 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 614,671 shares
    Change vs previous 13F +22,269 shares

    6.43% of the 13F portfolio, value $67,835,146.

    13F-HR 0001729359-25-000007 filed by Townsend & Associates, 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 592,402 shares
    Change vs previous 13F +9,794 shares

    6.48% of the 13F portfolio, value $65,389,301.

    13F-HR 0001729359-25-000004 filed by Townsend & Associates, 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 582,608 shares
    Change vs previous 13F +69,045 shares

    6.7% of the 13F portfolio, value $64,290,792.

    13F-HR 0001729359-25-000003 filed by Townsend & Associates, 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 513,563 shares
    Change vs previous 13F +11,836 shares

    5.8% of the 13F portfolio, value $56,674,279.

    13F-HR 0001729359-25-000001 filed by Townsend & Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 501,727 shares
    Change vs previous 13F not available

    5.69% of the 13F portfolio, value $55,405,678.

    13F-HR 0001729359-24-000004 filed by Townsend & Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

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