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Disclosery

D.B. Root & Company, LLC: SHAK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.B. Root & Company, LLC on SHAK, newest first. How the timeline and the estimate are built.

D.B. Root & Company, LLC held 6,884 SHAK 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 6,884 shares
    Change vs previous 13F +897 shares

    0.08% of the 13F portfolio, value $385,642.

    13F-HR 0001731717-26-000003 filed by D.B. Root & Company, 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 5,987 shares
    Change vs previous 13F -154 shares

    0.13% of the 13F portfolio, value $529,670.

    13F-HR 0001731717-26-000002 filed by D.B. Root & Company, 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 6,141 shares
    Change vs previous 13F -96 shares

    0.12% of the 13F portfolio, value $498,465.

    13F-HR 0001731717-26-000001 filed by D.B. Root & Company, 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 6,237 shares
    Change vs previous 13F +71 shares

    0.15% of the 13F portfolio, value $583,846.

    13F-HR 0001731717-25-000002 filed by D.B. Root & Company, 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 6,166 shares
    Change vs previous 13F +837 shares

    0.26% of the 13F portfolio, value $866,940.

    13F-HR 0001172661-25-002672 filed by D.B. Root & Company, 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 5,329 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $469,858.

    13F-HR 0001172661-25-001837 filed by D.B. Root & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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