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COMMONWEALTH EQUITY SERVICES, LLC: SHM position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 648,479 SHM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 648,479 shares
    Change vs previous 13F +23,889 shares

    0.04% of the 13F portfolio, value $31,104,313.

    13F-HR 0000312272-26-000020 filed by COMMONWEALTH EQUITY SERVICES, 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 624,590 shares
    Change vs previous 13F +12,995 shares

    0.04% of the 13F portfolio, value $29,874,153.

    13F-HR 0000312272-26-000018 filed by COMMONWEALTH EQUITY SERVICES, 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 611,595 shares
    Change vs previous 13F +8,452 shares

    0.04% of the 13F portfolio, value $29,350,431.

    13F-HR 0000312272-26-000007 filed by COMMONWEALTH EQUITY SERVICES, 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 603,143 shares
    Change vs previous 13F -45,320 shares

    0.04% of the 13F portfolio, value $29,084,000.

    13F-HR 0000312272-25-000021 filed by COMMONWEALTH EQUITY SERVICES, 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 648,463 shares
    Change vs previous 13F -63,547 shares

    0.04% of the 13F portfolio, value $31,016,000.

    13F-HR 0000312272-25-000015 filed by COMMONWEALTH EQUITY SERVICES, 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 712,010 shares
    Change vs previous 13F -871,722 shares

    0.05% of the 13F portfolio, value $33,892,000.

    13F-HR 0000312272-25-000010 filed by COMMONWEALTH EQUITY SERVICES, 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 1,583,732 shares
    Change vs previous 13F +32,709 shares

    0.11% of the 13F portfolio, value $75,053,000.

    13F-HR 0000312272-25-000002 filed by COMMONWEALTH EQUITY SERVICES, 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 1,551,023 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $74,666,000.

    13F-HR 0000312272-24-000020 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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