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DAVIDSON INVESTMENT ADVISORS: SHM position timeline

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

DAVIDSON INVESTMENT ADVISORS held 43,357 SHM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,357 shares
    Change vs previous 13F -4,001 shares

    0.09% of the 13F portfolio, value $2,079,619.

    13F-HR 0001140771-26-000005 filed by DAVIDSON INVESTMENT 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/A 47,358 shares
    Change vs previous 13F +6,019 shares

    0.1% of the 13F portfolio, value $2,265,133.

    13F-HR/A 0001140771-26-000004 filed by DAVIDSON INVESTMENT 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 41,339 shares
    Change vs previous 13F -19,686 shares

    0.08% of the 13F portfolio, value $1,983,859.

    13F-HR 0001140771-26-000001 filed by DAVIDSON INVESTMENT 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 61,025 shares
    Change vs previous 13F -2,764 shares

    0.12% of the 13F portfolio, value $2,942,626.

    13F-HR 0001140771-25-000008 filed by DAVIDSON INVESTMENT 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 63,789 shares
    Change vs previous 13F -8,153 shares

    0.14% of the 13F portfolio, value $3,051,028.

    13F-HR 0001140771-25-000002 filed by DAVIDSON INVESTMENT 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 71,942 shares
    Change vs previous 13F -4,986 shares

    0.17% of the 13F portfolio, value $3,424,439.

    13F-HR 0001140771-25-000001 filed by DAVIDSON INVESTMENT 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 76,928 shares
    Change vs previous 13F +49 shares

    0.18% of the 13F portfolio, value $3,645,618.

    13F-HR 0001080107-25-000002 filed by DAVIDSON INVESTMENT 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 76,879 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,700,955.

    13F-HR 0001140771-24-000009 filed by DAVIDSON INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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