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Disclosery

MONEYWISE, INC.: SHM position timeline

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

MONEYWISE, INC. held 12,452 SHM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,452 shares
    Change vs previous 13F -71 shares

    0.22% of the 13F portfolio, value $597,267.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 12,523 shares
    Change vs previous 13F -173 shares

    0.26% of the 13F portfolio, value $598,956.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 12,696 shares
    Change vs previous 13F -1,114 shares

    0.25% of the 13F portfolio, value $609,268.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    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 13,810 shares
    Change vs previous 13F -866 shares

    0.3% of the 13F portfolio, value $665,911.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    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 14,676 shares
    Change vs previous 13F -2,270 shares

    0.33% of the 13F portfolio, value $701,948.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    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 16,946 shares
    Change vs previous 13F -2,402 shares

    0.43% of the 13F portfolio, value $806,629.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 19,348 shares
    Change vs previous 13F -12,660 shares

    0.46% of the 13F portfolio, value $916,887.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 32,008 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,540,856.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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