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TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC: SHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC on SHV, newest first. How the timeline and the estimate are built.

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC held 12,494 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,494 shares
    Change vs previous 13F +417 shares

    0.75% of the 13F portfolio, value $1,378,713.

    13F-HR 0001849497-26-000003 filed by TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
    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 12,077 shares
    Change vs previous 13F -10,069 shares

    0.82% of the 13F portfolio, value $1,333,180.

    13F-HR 0001849497-26-000002 filed by TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 22,146 shares
    Change vs previous 13F -1,882 shares

    1.53% of the 13F portfolio, value $2,439,382.

    13F-HR 0001849497-26-000001 filed by TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 24,028 shares
    Change vs previous 13F -540 shares

    1.75% of the 13F portfolio, value $2,654,854.

    13F-HR 0001849497-25-000003 filed by TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 24,568 shares
    Change vs previous 13F +768 shares

    1.86% of the 13F portfolio, value $2,712,799.

    13F-HR 0002033299-25-000006 filed by TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
    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 23,800 shares
    Change vs previous 13F -35,014 shares

    1.97% of the 13F portfolio, value $2,628,948.

    13F-HR 0001785445-25-000007 filed by TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 58,814 shares
    Change vs previous 13F -152 shares

    5.39% of the 13F portfolio, value $6,476,010.

    13F-HR 0001785445-25-000002 filed by TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
    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 58,966 shares
    Change vs previous 13F not available

    5.5% of the 13F portfolio, value $6,523,409.

    13F-HR 0001785445-24-000009 filed by TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
    Filed (acceptance time not in the bulk data set), ingested

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