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Disclosery

L.K. Benson & Company, P.C.: SHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.K. Benson & Company, P.C. on SHM, newest first. How the timeline and the estimate are built.

L.K. Benson & Company, P.C. held 15,787 SHM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,787 shares
    Change vs previous 13F -886 shares

    0.23% of the 13F portfolio, value $757,223.

    13F-HR 0002055235-26-000004 filed by L.K. Benson & Company, P.C.
    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 16,673 shares
    Change vs previous 13F +6,401 shares

    0.26% of the 13F portfolio, value $797,464.

    13F-HR 0002055235-26-000002 filed by L.K. Benson & Company, P.C.
    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 10,272 shares
    Change vs previous 13F -239 shares

    0.25% of the 13F portfolio, value $492,949.

    13F-HR 0002055235-26-000001 filed by L.K. Benson & Company, P.C.
    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 10,511 shares
    Change vs previous 13F +6 shares

    0.27% of the 13F portfolio, value $506,843.

    13F-HR 0002055235-25-000002 filed by L.K. Benson & Company, P.C.
    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 10,505 shares
    Change vs previous 13F -3,143 shares

    0.31% of the 13F portfolio, value $502,472.

    13F-HR 0001085146-25-004077 filed by L.K. Benson & Company, P.C.
    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 13,648 shares
    Change vs previous 13F +4 shares

    0.45% of the 13F portfolio, value $649,638.

    13F-HR 0001085146-25-002346 filed by L.K. Benson & Company, P.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,644 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $646,597.

    13F-HR 0001085146-25-000955 filed by L.K. Benson & Company, P.C.
    Filed (acceptance time not in the bulk data set), ingested

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