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Disclosery

AdvicePeriod, LLC: SHM position timeline

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

AdvicePeriod, LLC held 20,811 SHM shares at 2021-06-30 per its 13F-HR filed 2021-07-29.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 20,811 shares
    Change vs previous 13F -3,861 shares

    0.07% of the 13F portfolio, value $1,031,000.

    13F-HR 0001221073-21-000074 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F/A 24,672 shares
    Change vs previous 13F +11,015 shares

    0.09% of the 13F portfolio, value $1,223,000.

    13F-HR/A 0001221073-21-000054 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 13,657 shares
    Change vs previous 13F +4,517 shares

    0.05% of the 13F portfolio, value $680,000.

    13F-HR 0001221073-21-000017 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 9,140 shares
    Change vs previous 13F +270 shares

    0.04% of the 13F portfolio, value $456,000.

    13F-HR 0001221073-20-000157 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 8,870 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $442,000.

    13F-HR 0001221073-20-000128 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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