Skip to content
Disclosery

Aquire Wealth Advisors, LLC: SHM position timeline

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

Aquire Wealth Advisors, LLC held 26,806 SHM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,806 shares
    Change vs previous 13F -1,629 shares

    0.29% of the 13F portfolio, value $1,285,750.

    13F-HR 0001172661-26-003106 filed by Aquire Wealth Advisors, 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 28,435 shares
    Change vs previous 13F -10,988 shares

    0.36% of the 13F portfolio, value $1,360,046.

    13F-HR 0001172661-26-001464 filed by Aquire Wealth Advisors, 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 39,423 shares
    Change vs previous 13F +1,086 shares

    0.49% of the 13F portfolio, value $1,891,910.

    13F-HR 0001172661-26-000032 filed by Aquire Wealth Advisors, 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 38,337 shares
    Change vs previous 13F -1,119 shares

    0.46% of the 13F portfolio, value $1,848,610.

    13F-HR 0001172661-25-004321 filed by Aquire Wealth Advisors, 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 39,456 shares
    Change vs previous 13F -26,039 shares

    0.51% of the 13F portfolio, value $1,887,180.

    13F-HR 0001172661-25-002675 filed by Aquire Wealth Advisors, 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 65,495 shares
    Change vs previous 13F -19,097 shares

    0.96% of the 13F portfolio, value $3,117,562.

    13F-HR 0001172661-25-001630 filed by Aquire Wealth Advisors, 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 84,592 shares
    Change vs previous 13F -4,993 shares

    1.24% of the 13F portfolio, value $4,008,815.

    13F-HR 0001172661-25-000757 filed by Aquire Wealth Advisors, 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 89,585 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $4,312,622.

    13F-HR 0001172661-24-004452 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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