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Disclosery

MAI Capital Management: SHM position timeline

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

MAI Capital Management held 9,150 SHM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,150 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $438,879.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 9,141 shares
    Change vs previous 13F -1,825 shares

    <0.01% of the 13F portfolio, value $437,217.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 10,966 shares
    Change vs previous 13F +542 shares

    <0.01% of the 13F portfolio, value $526,260.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 10,424 shares
    Change vs previous 13F -222 shares

    <0.01% of the 13F portfolio, value $502,641.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 10,646 shares
    Change vs previous 13F -62,805 shares

    <0.01% of the 13F portfolio, value $509,183.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 73,451 shares
    Change vs previous 13F +1,684 shares

    0.03% of the 13F portfolio, value $3,496,256.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 71,767 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,401,062.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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