ZEVIN ASSET MANAGEMENT LLC: SHV position timeline

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

ZEVIN ASSET MANAGEMENT LLC held 244,953 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 244,953 shares
Change vs previous 13F -21,421 shares
3.79% of the 13F portfolio, value $27,030,578.
13F-HR 0001394096-26-000003 filed by ZEVIN ASSET MANAGEMENT LLC
Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 266,374 shares
Change vs previous 13F +54,854 shares
4.07% of the 13F portfolio, value $29,405,032.
13F-HR 0001394096-26-000002 filed by ZEVIN ASSET MANAGEMENT LLC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 211,520 shares
Change vs previous 13F not available
3.12% of the 13F portfolio, value $23,298,955.
13F-HR 0001394096-26-000001 filed by ZEVIN ASSET MANAGEMENT LLC
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).