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Disclosery

Wick Capital Partners, LLC: SHV position timeline

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

Wick Capital Partners, LLC held 13,630 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,630 shares
    Change vs previous 13F +211 shares

    0.23% of the 13F portfolio, value $1,504,071.

    13F-HR 0001904388-26-000005 filed by Wick Capital Partners, 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 13,419 shares
    Change vs previous 13F +519 shares

    0.27% of the 13F portfolio, value $1,481,323.

    13F-HR 0001904388-26-000004 filed by Wick Capital Partners, 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/A 12,900 shares
    Change vs previous 13F -14,579 shares

    0.25% of the 13F portfolio, value $1,420,935.

    13F-HR/A 0001904388-26-000002 filed by Wick Capital Partners, 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 27,479 shares
    Change vs previous 13F -7,342 shares

    0.46% of the 13F portfolio, value $1,940,185.

    13F-HR 0001904388-25-000008 filed by Wick Capital Partners, 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 34,821 shares
    Change vs previous 13F +14,623 shares

    0.64% of the 13F portfolio, value $2,442,380.

    13F-HR 0001904388-25-000006 filed by Wick Capital Partners, 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 20,198 shares
    Change vs previous 13F +2,108 shares

    0.67% of the 13F portfolio, value $2,231,071.

    13F-HR 0001904388-25-000003 filed by Wick Capital Partners, 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/A 18,090 shares
    Change vs previous 13F +4,130 shares

    0.59% of the 13F portfolio, value $1,991,890.

    13F-HR/A 0001904388-25-000002 filed by Wick Capital Partners, LLC
    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 13,960 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,544,395.

    13F-HR 0001904388-24-000005 filed by Wick Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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