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Disclosery

VISION FINANCIAL MARKETS LLC: SHAK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VISION FINANCIAL MARKETS LLC on SHAK, newest first. How the timeline and the estimate are built.

VISION FINANCIAL MARKETS LLC held 8,350 SHAK 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 8,350 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $469,769.

    13F-HR 0001378145-26-000008 filed by VISION FINANCIAL MARKETS 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 8,350 shares
    Change vs previous 13F -1,800 shares

    0.72% of the 13F portfolio, value $738,725.

    13F-HR 0001378145-26-000007 filed by VISION FINANCIAL MARKETS 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 10,150 shares
    Change vs previous 13F -100 shares

    0.84% of the 13F portfolio, value $823,876.

    13F-HR 0001378145-26-000004 filed by VISION FINANCIAL MARKETS 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 10,250 shares
    Change vs previous 13F -450 shares

    0.82% of the 13F portfolio, value $959,503.

    13F-HR 0001378145-25-000018 filed by VISION FINANCIAL MARKETS 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 10,700 shares
    Change vs previous 13F -600 shares

    1.42% of the 13F portfolio, value $1,504,420.

    13F-HR 0001378145-25-000013 filed by VISION FINANCIAL MARKETS 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 11,300 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $996,321.

    13F-HR 0001378145-25-000011 filed by VISION FINANCIAL MARKETS 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 11,300 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $1,466,740.

    13F-HR 0001378145-25-000004 filed by VISION FINANCIAL MARKETS LLC
    Filed (acceptance time not in the bulk data set), ingested

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