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Walser Wealth Management Company, A Ltd Liability Co: SHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Walser Wealth Management Company, A Ltd Liability Co on SHV, newest first. How the timeline and the estimate are built.

Walser Wealth Management Company, A Ltd Liability Co held 12,267 SHV shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,267 shares
    Change vs previous 13F -3,283 shares

    0.54% of the 13F portfolio, value $1,353,241.

    13F-HR 0002112280-26-000011 filed by Walser Wealth Management Company, A Ltd Liability Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,550 shares
    Change vs previous 13F +8,736 shares

    0.71% of the 13F portfolio, value $1,715,903.

    13F-HR 0002112280-26-000010 filed by Walser Wealth Management Company, A Ltd Liability Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,814 shares
    Change vs previous 13F -3,230 shares

    0.34% of the 13F portfolio, value $752,223.

    13F-HR 0002112280-26-000009 filed by Walser Wealth Management Company, A Ltd Liability Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,044 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,106,299.

    13F-HR 0002112280-26-000001 filed by Walser Wealth Management Company, A Ltd Liability Co
    Filed (acceptance time not in the bulk data set), ingested

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