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Disclosery

Kades & Cheifetz LLC: SHM position timeline

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

Kades & Cheifetz LLC held 44,248 SHM shares at 2024-12-31 per its 13F-HR filed 2025-01-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 44,248 shares
    Change vs previous 13F +798 shares

    1.07% of the 13F portfolio, value $2,096,927.

    13F-HR 0001941040-25-000012 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 43,450 shares
    Change vs previous 13F -1,893 shares

    1.2% of the 13F portfolio, value $2,091,676.

    13F-HR 0001941040-24-000413 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 45,343 shares
    Change vs previous 13F -21,539 shares

    1.35% of the 13F portfolio, value $2,139,748.

    13F-HR 0001941040-24-000365 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 66,882 shares
    Change vs previous 13F -39,310 shares

    2.03% of the 13F portfolio, value $3,172,875.

    13F-HR 0001941040-24-000236 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 106,192 shares
    Change vs previous 13F -32,631 shares

    3.6% of the 13F portfolio, value $5,074,938.

    13F-HR 0001941040-24-000053 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 138,823 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $6,417,778.

    13F-HR 0001941040-23-000319 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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