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Disclosery

MY Wealth Management Inc.: SHM position timeline

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

MY Wealth Management Inc. held 9,743 SHM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,743 shares
    Change vs previous 13F -128,251 shares

    0.33% of the 13F portfolio, value $467,323.

    13F-HR 0001951757-26-001174 filed by MY Wealth Management 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 137,994 shares
    Change vs previous 13F +128,041 shares

    6.36% of the 13F portfolio, value $6,568,514.

    13F-HR 0001827845-26-000002 filed by MY Wealth Management 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 9,953 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $477,644.

    13F-HR 0001827845-26-000001 filed by MY Wealth Management 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 9,953 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $479,934.

    13F-HR 0001827845-25-000002 filed by MY Wealth Management 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 9,953 shares
    Change vs previous 13F -128,041 shares

    0.46% of the 13F portfolio, value $476,052.

    13F-HR 0001085146-25-003794 filed by MY Wealth Management 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 137,994 shares
    Change vs previous 13F -348 shares

    6.36% of the 13F portfolio, value $6,568,514.

    13F-HR 0001085146-25-002659 filed by MY Wealth Management 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 138,342 shares
    Change vs previous 13F -505 shares

    6.55% of the 13F portfolio, value $6,556,027.

    13F-HR 0001085146-25-000910 filed by MY Wealth Management 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 138,847 shares
    Change vs previous 13F not available

    6.78% of the 13F portfolio, value $6,684,095.

    13F-HR 0001085146-24-005411 filed by MY Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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