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UDINE WEALTH MANAGEMENT, INC.: SHV position timeline

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

UDINE WEALTH MANAGEMENT, INC. held 101,750 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,750 shares
    Change vs previous 13F -8,500 shares

    4.62% of the 13F portfolio, value $11,228,112.

    13F-HR 0001951757-26-001060 filed by UDINE WEALTH MANAGEMENT, 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 110,250 shares
    Change vs previous 13F +3,500 shares

    5.95% of the 13F portfolio, value $12,170,498.

    13F-HR 0001951757-26-000597 filed by UDINE WEALTH MANAGEMENT, 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 106,750 shares
    Change vs previous 13F 0 shares

    5.56% of the 13F portfolio, value $11,759,000.

    13F-HR 0001951757-26-000206 filed by UDINE WEALTH MANAGEMENT, 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 106,750 shares
    Change vs previous 13F -1,000 shares

    5.66% of the 13F portfolio, value $11,794,808.

    13F-HR 0001951757-25-001207 filed by UDINE WEALTH MANAGEMENT, 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 107,750 shares
    Change vs previous 13F 0 shares

    6.28% of the 13F portfolio, value $11,897,755.

    13F-HR 0001951757-25-000956 filed by UDINE WEALTH MANAGEMENT, 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 107,750 shares
    Change vs previous 13F 0 shares

    7.96% of the 13F portfolio, value $11,902,065.

    13F-HR 0001951757-25-000337 filed by UDINE WEALTH MANAGEMENT, 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 107,750 shares
    Change vs previous 13F 0 shares

    7.62% of the 13F portfolio, value $11,864,352.

    13F-HR 0001951757-25-000042 filed by UDINE WEALTH MANAGEMENT, 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 107,750 shares
    Change vs previous 13F not available

    8.41% of the 13F portfolio, value $11,920,382.

    13F-HR 0001951757-24-000999 filed by UDINE WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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