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True Link Financial Advisors, LLC: SHV position timeline

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

True Link Financial Advisors, LLC held 2,555 SHV shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,555 shares
    Change vs previous 13F -208 shares

    0.02% of the 13F portfolio, value $281,981.

    13F-HR/A 0001846236-26-000006 filed by True Link Financial Advisors, 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/A 2,763 shares
    Change vs previous 13F -379,802 shares

    0.02% of the 13F portfolio, value $305,045.

    13F-HR/A 0001846236-26-000003 filed by True Link Financial 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 ended2025-12-31
    13F 382,565 shares
    Change vs previous 13F +17,025 shares

    2.56% of the 13F portfolio, value $42,139,572.

    13F-HR 0001846236-26-000001 filed by True Link Financial 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 ended2025-09-30
    13F 365,540 shares
    Change vs previous 13F -291,661 shares

    2.6% of the 13F portfolio, value $40,388,552.

    13F-HR 0001846236-25-000009 filed by True Link Financial 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 ended2025-06-30
    13F 657,201 shares
    Change vs previous 13F +25,048 shares

    5.01% of the 13F portfolio, value $72,568,171.

    13F-HR 0001846236-25-000006 filed by True Link Financial 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 ended2025-03-31
    13F 632,153 shares
    Change vs previous 13F +80,854 shares

    5.21% of the 13F portfolio, value $69,827,657.

    13F-HR 0001846236-25-000002 filed by True Link Financial 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 ended2024-12-31
    13F 551,299 shares
    Change vs previous 13F +32,862 shares

    5.1% of the 13F portfolio, value $60,703,570.

    13F-HR 0001846236-25-000001 filed by True Link Financial Advisors, 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 518,437 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $57,354,722.

    13F-HR 0001846236-24-000006 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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