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Disclosery

AE Wealth Management LLC: SHM position timeline

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

AE Wealth Management LLC held 24,855 SHM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,855 shares
    Change vs previous 13F +1,236 shares

    0.01% of the 13F portfolio, value $1,192,170.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 23,619 shares
    Change vs previous 13F -9,117 shares

    0.01% of the 13F portfolio, value $1,129,712.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 32,736 shares
    Change vs previous 13F -312 shares

    0.01% of the 13F portfolio, value $1,570,989.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 33,048 shares
    Change vs previous 13F +2,712 shares

    0.01% of the 13F portfolio, value $1,593,618.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 30,336 shares
    Change vs previous 13F +7,969 shares

    0.01% of the 13F portfolio, value $1,450,970.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 22,367 shares
    Change vs previous 13F +2,816 shares

    0.01% of the 13F portfolio, value $1,064,676.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 19,551 shares
    Change vs previous 13F +601 shares

    0.01% of the 13F portfolio, value $926,503.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 18,950 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $912,264.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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