Skip to content
Disclosery

McNaughton Wealth Management, LLC: SHM position timeline

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

McNaughton Wealth Management, LLC held 31,323 SHM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,323 shares
    Change vs previous 13F -14,843 shares

    0.51% of the 13F portfolio, value $1,461,218.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 46,166 shares
    Change vs previous 13F -1,664 shares

    0.79% of the 13F portfolio, value $2,214,352.

    13F-HR 0001802691-26-000004 filed by McNaughton Wealth Management, 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 47,830 shares
    Change vs previous 13F -5,895 shares

    0.95% of the 13F portfolio, value $2,287,709.

    13F-HR 0001802691-26-000002 filed by McNaughton Wealth Management, 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 53,725 shares
    Change vs previous 13F -1,915 shares

    1.06% of the 13F portfolio, value $2,578,263.

    13F-HR 0001802691-26-000001 filed by McNaughton Wealth Management, 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 55,640 shares
    Change vs previous 13F +1,124 shares

    1.13% of the 13F portfolio, value $2,682,961.

    13F-HR 0001085146-25-005827 filed by McNaughton Wealth Management, 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 54,516 shares
    Change vs previous 13F -2,264 shares

    1.16% of the 13F portfolio, value $2,607,500.

    13F-HR 0001085146-25-004023 filed by McNaughton Wealth Management, 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 56,780 shares
    Change vs previous 13F -4,164 shares

    1.31% of the 13F portfolio, value $2,702,728.

    13F-HR 0001085146-25-001950 filed by McNaughton Wealth Management, 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 60,944 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,888,136.

    13F-HR 0001085146-25-000158 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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