Invst, LLC: SHM position timeline

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

Invst, LLC held 9,683 SHM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 9,683 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $464,445.
13F-HR 0001867587-26-000005 filed by Invst, LLC
Filed 2026-08-14 (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).