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Hoxton Planning & Management, LLC: SHBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hoxton Planning & Management, LLC on SHBI, newest first. How the timeline and the estimate are built.

Hoxton Planning & Management, LLC held 66,634 SHBI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,634 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,529,250.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & Management, 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 66,634 shares
    Change vs previous 13F -1,802 shares

    0.37% of the 13F portfolio, value $1,244,723.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & Management, 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 68,436 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,209,948.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & Management, 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 68,436 shares
    Change vs previous 13F +3,306 shares

    0.36% of the 13F portfolio, value $1,123,035.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & Management, 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 65,130 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,023,844.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & Management, 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 65,130 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $881,860.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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