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Disclosery

KWMG, LLC: SHM position timeline

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

KWMG, LLC held 12,613 SHM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,613 shares
    Change vs previous 13F -16,361 shares

    0.04% of the 13F portfolio, value $588,396.

    13F-HR 0001214659-26-012622 filed by KWMG, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,974 shares
    Change vs previous 13F -1,235 shares

    0.1% of the 13F portfolio, value $1,389,738.

    13F-HR 0001214659-26-008326 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 30,209 shares
    Change vs previous 13F -1,296 shares

    0.12% of the 13F portfolio, value $1,444,896.

    13F-HR 0001214659-26-004501 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 31,505 shares
    Change vs previous 13F -1,691 shares

    0.13% of the 13F portfolio, value $1,511,925.

    13F-HR 0001214659-26-000532 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 33,196 shares
    Change vs previous 13F +6,116 shares

    0.14% of the 13F portfolio, value $1,600,711.

    13F-HR 0001214659-25-014754 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 27,080 shares
    Change vs previous 13F -5,805 shares

    0.12% of the 13F portfolio, value $1,295,236.

    13F-HR 0001214659-25-010401 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 32,885 shares
    Change vs previous 13F -45,607 shares

    0.16% of the 13F portfolio, value $1,565,326.

    13F-HR 0001214659-25-005658 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 78,492 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,719,756.

    13F-HR 0001214659-25-000479 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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