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VanWeelden Wealth Management, LLC: SHV position timeline

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

VanWeelden Wealth Management, LLC held 78,692 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,692 shares
    Change vs previous 13F +4,044 shares

    6.45% of the 13F portfolio, value $8,683,662.

    13F-HR 0001951757-26-001248 filed by VanWeelden Wealth 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 74,648 shares
    Change vs previous 13F -2,008 shares

    6.57% of the 13F portfolio, value $8,240,393.

    13F-HR 0001951757-26-000820 filed by VanWeelden Wealth 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 76,656 shares
    Change vs previous 13F +11,945 shares

    6.63% of the 13F portfolio, value $8,443,658.

    13F-HR 0001951757-26-000335 filed by VanWeelden Wealth 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 64,711 shares
    Change vs previous 13F +10,728 shares

    5.88% of the 13F portfolio, value $7,149,918.

    13F-HR 0001951757-25-001252 filed by VanWeelden Wealth 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 ended2025-03-31
    13F 53,983 shares
    Change vs previous 13F +8,726 shares

    5.31% of the 13F portfolio, value $5,962,962.

    13F-HR 0001951757-25-000397 filed by VanWeelden Wealth 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 ended2024-12-31
    13F 45,257 shares
    Change vs previous 13F not available

    4.5% of the 13F portfolio, value $4,983,248.

    13F-HR 0001951757-25-000216 filed by VanWeelden Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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