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Boston Standard Wealth Management, LLC: SHM position timeline

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

Boston Standard Wealth Management, LLC held 43,420 SHM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 43,420 shares
    Change vs previous 13F +991 shares

    0.29% of the 13F portfolio, value $2,025,583.

    13F-HR 0001630939-26-000007 filed by Boston Standard Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,429 shares
    Change vs previous 13F -16 shares

    0.29% of the 13F portfolio, value $2,030,238.

    13F-HR 0001630939-26-000006 filed by Boston Standard 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 ended2026-03-31
    13F 42,445 shares
    Change vs previous 13F +229 shares

    0.33% of the 13F portfolio, value $2,027,809.

    13F-HR 0001630939-26-000004 filed by Boston Standard 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 ended2025-12-31
    13F 42,216 shares
    Change vs previous 13F +485 shares

    0.33% of the 13F portfolio, value $2,025,954.

    13F-HR 0001630939-26-000003 filed by Boston Standard 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 ended2025-09-30
    13F 41,731 shares
    Change vs previous 13F +1,134 shares

    0.34% of the 13F portfolio, value $2,012,000.

    13F-HR 0001630939-25-000008 filed by Boston Standard 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 ended2025-06-30
    13F 40,597 shares
    Change vs previous 13F +2,674 shares

    0.35% of the 13F portfolio, value $1,942,000.

    13F-HR 0001630939-25-000007 filed by Boston Standard 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 ended2025-03-31
    13F 37,923 shares
    Change vs previous 13F -3,535 shares

    0.39% of the 13F portfolio, value $1,790,000.

    13F-HR 0001630939-25-000005 filed by Boston Standard 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 ended2024-12-31
    13F 41,458 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,965,000.

    13F-HR 0001630939-25-000003 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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