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TUCKER ASSET MANAGEMENT LLC: SHV position timeline

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

TUCKER ASSET MANAGEMENT LLC held 41,403 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,403 shares
    Change vs previous 13F -8,527 shares

    1.13% of the 13F portfolio, value $4,568,794.

    13F-HR 0001398344-26-015711 filed by TUCKER ASSET MANAGEMENT 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 49,930 shares
    Change vs previous 13F -4,158 shares

    1.65% of the 13F portfolio, value $5,511,746.

    13F-HR 0001398344-26-015706 filed by TUCKER ASSET MANAGEMENT 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 54,088 shares
    Change vs previous 13F -473 shares

    1.73% of the 13F portfolio, value $5,957,780.

    13F-HR 0001398344-26-002318 filed by TUCKER ASSET MANAGEMENT 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 54,561 shares
    Change vs previous 13F -3,322 shares

    1.82% of the 13F portfolio, value $6,028,437.

    13F-HR 0001398344-26-000220 filed by TUCKER ASSET MANAGEMENT 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 57,883 shares
    Change vs previous 13F -1,765 shares

    2.04% of the 13F portfolio, value $6,391,394.

    13F-HR 0001398344-26-000218 filed by TUCKER ASSET MANAGEMENT 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 59,648 shares
    Change vs previous 13F -18,038 shares

    2.13% of the 13F portfolio, value $6,588,702.

    13F-HR 0001398344-26-000215 filed by TUCKER ASSET MANAGEMENT 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 77,686 shares
    Change vs previous 13F -21,535 shares

    0.91% of the 13F portfolio, value $8,554,040.

    13F-HR 0001398344-25-002523 filed by TUCKER ASSET MANAGEMENT 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 99,221 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $10,976,801.

    13F-HR 0001398344-25-001689 filed by TUCKER ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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