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Disclosery

VestGen Investment Management: SHV position timeline

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

VestGen Investment Management held 5,110 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,110 shares
    Change vs previous 13F +488 shares

    0.3% of the 13F portfolio, value $563,889.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 4,622 shares
    Change vs previous 13F +607 shares

    0.28% of the 13F portfolio, value $510,223.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 4,015 shares
    Change vs previous 13F +391 shares

    0.25% of the 13F portfolio, value $442,252.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 3,624 shares
    Change vs previous 13F +624 shares

    0.24% of the 13F portfolio, value $400,416.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 3,000 shares
    Change vs previous 13F -69 shares

    0.24% of the 13F portfolio, value $331,260.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 3,069 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $339,002.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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