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White Lighthouse Investment Management Inc.: SHV position timeline

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

White Lighthouse Investment Management Inc. held 606,646 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 606,646 shares
    Change vs previous 13F +87,145 shares

    8.34% of the 13F portfolio, value $66,943,379.

    13F-HR 0001727593-26-000007 filed by White Lighthouse Investment Management Inc.
    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 519,501 shares
    Change vs previous 13F +47,081 shares

    7.96% of the 13F portfolio, value $57,347,686.

    13F-HR 0001727593-26-000006 filed by White Lighthouse Investment Management Inc.
    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 472,420 shares
    Change vs previous 13F +148,883 shares

    7.26% of the 13F portfolio, value $52,037,042.

    13F-HR 0001727593-26-000005 filed by White Lighthouse Investment Management Inc.
    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 323,537 shares
    Change vs previous 13F +35,291 shares

    5.45% of the 13F portfolio, value $35,747,646.

    13F-HR 0001727593-25-000002 filed by White Lighthouse Investment Management Inc.
    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 288,246 shares
    Change vs previous 13F +1,208 shares

    5.18% of the 13F portfolio, value $31,828,117.

    13F-HR 0001085146-25-004334 filed by White Lighthouse Investment Management Inc.
    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 287,038 shares
    Change vs previous 13F +32,443 shares

    5.66% of the 13F portfolio, value $31,706,254.

    13F-HR 0001085146-25-002958 filed by White Lighthouse Investment Management Inc.
    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 254,595 shares
    Change vs previous 13F +48,772 shares

    4.93% of the 13F portfolio, value $28,033,505.

    13F-HR 0001085146-25-000747 filed by White Lighthouse Investment Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 205,823 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $22,770,180.

    13F-HR 0001085146-24-005238 filed by White Lighthouse Investment Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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