Capital Directions Investment Advisors, LLC: SHM position timeline

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

Capital Directions Investment Advisors, LLC held 4,118 SHM shares at 2022-12-31 per its 13F-HR filed 2023-02-01.

the latest 13F is the newest step

period ended2022-12-31
13F 4,118 shares
Change vs previous 13F +4,118 shares
0.07% of the 13F portfolio, value $193,464.
13F-HR 0001062993-23-001787 filed by Capital Directions Investment Advisors, LLC
Filed 2023-02-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-09-30
13F 0 shares
Change vs previous 13F -718 shares
0.01% of the 13F portfolio, value $33,000.
13F-HR 0001062993-22-021408 filed by Capital Directions Investment Advisors, LLC
Filed 2022-11-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 718 shares
Change vs previous 13F -2,008 shares
0.01% of the 13F portfolio, value $34,000.
13F-HR 0001062993-22-016709 filed by Capital Directions Investment Advisors, LLC
Filed 2022-07-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 2,726 shares
Change vs previous 13F +2,726 shares
0.04% of the 13F portfolio, value $129,000.
13F-HR 0001062993-22-012482 filed by Capital Directions Investment Advisors, LLC
Filed 2022-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 0 shares
Change vs previous 13F -153 shares
13F-HR 0001062993-22-005002 filed by Capital Directions Investment Advisors, LLC
Filed 2022-02-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2021-09-30
13F 153 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $8,000.
13F-HR 0001062993-21-010369 filed by Capital Directions Investment Advisors, LLC
Filed 2021-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).