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Disclosery

CAPTRUST FINANCIAL ADVISORS: SHM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 40,787 SHM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,787 shares
    Change vs previous 13F +200 shares

    <0.01% of the 13F portfolio, value $1,956,365.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 40,587 shares
    Change vs previous 13F +16,744 shares

    <0.01% of the 13F portfolio, value $1,941,267.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 23,843 shares
    Change vs previous 13F -1,107 shares

    <0.01% of the 13F portfolio, value $1,144,213.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 24,950 shares
    Change vs previous 13F -4,979 shares

    <0.01% of the 13F portfolio, value $1,203,099.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 29,929 shares
    Change vs previous 13F -769 shares

    <0.01% of the 13F portfolio, value $1,431,482.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 30,698 shares
    Change vs previous 13F -949 shares

    <0.01% of the 13F portfolio, value $1,461,222.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 31,647 shares
    Change vs previous 13F -4,459 shares

    <0.01% of the 13F portfolio, value $1,499,761.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 36,106 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,738,152.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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