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Detalus Advisors, LLC: SHM position timeline

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

Detalus Advisors, LLC held 45,737 SHM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,737 shares
    Change vs previous 13F -6,984 shares

    0.43% of the 13F portfolio, value $2,193,783.

    13F-HR 0001799677-26-000005 filed by Detalus Advisors, 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 52,721 shares
    Change vs previous 13F -12,388 shares

    0.58% of the 13F portfolio, value $2,521,630.

    13F-HR 0001799677-26-000003 filed by Detalus Advisors, 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 65,109 shares
    Change vs previous 13F +1,453 shares

    0.76% of the 13F portfolio, value $3,124,581.

    13F-HR 0001799677-26-000001 filed by Detalus Advisors, 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 63,656 shares
    Change vs previous 13F -4,476 shares

    0.79% of the 13F portfolio, value $3,069,492.

    13F-HR 0001799677-25-000007 filed by Detalus Advisors, 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 68,132 shares
    Change vs previous 13F +29 shares

    0.94% of the 13F portfolio, value $3,258,754.

    13F-HR 0001799677-25-000004 filed by Detalus Advisors, 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 68,103 shares
    Change vs previous 13F -4,923 shares

    1.02% of the 13F portfolio, value $3,241,703.

    13F-HR 0001799677-25-000003 filed by Detalus Advisors, 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 73,026 shares
    Change vs previous 13F +3,439 shares

    1.14% of the 13F portfolio, value $3,460,702.

    13F-HR 0001799677-25-000001 filed by Detalus Advisors, 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 69,587 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $3,349,918.

    13F-HR 0001799677-24-000004 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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