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Disclosery

McAdam, LLC: SHM position timeline

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

McAdam, LLC held 134,384 SHM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,384 shares
    Change vs previous 13F +25,070 shares

    0.25% of the 13F portfolio, value $6,445,721.

    13F-HR 0001580642-26-004862 filed by McAdam, LLC
    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 109,314 shares
    Change vs previous 13F +3,265 shares

    0.24% of the 13F portfolio, value $5,228,506.

    13F-HR 0001580642-26-003102 filed by McAdam, LLC
    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 106,049 shares
    Change vs previous 13F +9,834 shares

    0.23% of the 13F portfolio, value $5,089,301.

    13F-HR 0001580642-26-001071 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 96,215 shares
    Change vs previous 13F +5,675 shares

    0.23% of the 13F portfolio, value $4,639,495.

    13F-HR 0001580642-25-006815 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 90,540 shares
    Change vs previous 13F +36,526 shares

    0.24% of the 13F portfolio, value $4,330,524.

    13F-HR 0001580642-25-004274 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 54,014 shares
    Change vs previous 13F -28,087 shares

    0.16% of the 13F portfolio, value $2,571,058.

    13F-HR 0001580642-25-003207 filed by McAdam, LLC
    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 82,101 shares
    Change vs previous 13F +1,643 shares

    0.21% of the 13F portfolio, value $3,890,748.

    13F-HR 0001580642-25-000421 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 80,458 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,873,267.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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