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Watts Gwilliam & Co., LLC: SHV position timeline

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

Watts Gwilliam & Co., LLC held 7,018 SHV shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 7,018 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $775,424.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 7,018 shares
    Change vs previous 13F -913 shares

    0.13% of the 13F portfolio, value $774,511.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 7,931 shares
    Change vs previous 13F +4,527 shares

    0.19% of the 13F portfolio, value $876,108.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 3,404 shares
    Change vs previous 13F +2 shares

    0.08% of the 13F portfolio, value $375,085.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 3,402 shares
    Change vs previous 13F -1,806 shares

    0.08% of the 13F portfolio, value $375,130.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 5,208 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $574,094.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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