Farther Finance Advisors, LLC: SHM position timeline

Farther Finance Advisors, LLC held 127,268 SHM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 127,268 shares

   Change vs previous 13F +4,749 shares

   0.04% of the 13F portfolio, value $5,937,036.

   13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
   Accepted 2026-10-08 20:04:34 UTC, ingested 2026-10-08 20:04:54 UTC

2. period ended2026-06-30

   13F 122,519 shares

   Change vs previous 13F -3,679 shares

   0.05% of the 13F portfolio, value $5,876,637.

   13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 126,198 shares

   Change vs previous 13F +3,069 shares

   0.06% of the 13F portfolio, value $6,029,722.

   13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 123,129 shares

   Change vs previous 13F -1,052 shares

   0.06% of the 13F portfolio, value $5,908,970.

   13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 124,181 shares

   Change vs previous 13F -21,528 shares

   0.09% of the 13F portfolio, value $5,988,009.

   13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 145,709 shares

   Change vs previous 13F -7,279 shares

   0.14% of the 13F portfolio, value $6,969,250.

   13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 152,988 shares

   Change vs previous 13F -15,735 shares

   0.19% of the 13F portfolio, value $7,283,751.

   13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 168,723 shares

   Change vs previous 13F not available

   0.29% of the 13F portfolio, value $7,995,802.

   13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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