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Net Worth Advisory Group: SHM position timeline

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

Net Worth Advisory Group held 4,814 SHM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,814 shares
    Change vs previous 13F +15 shares

    0.06% of the 13F portfolio, value $230,884.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 4,799 shares
    Change vs previous 13F +334 shares

    0.05% of the 13F portfolio, value $229,554.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 4,465 shares
    Change vs previous 13F -2,317 shares

    0.04% of the 13F portfolio, value $214,288.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 6,782 shares
    Change vs previous 13F -41 shares

    0.09% of the 13F portfolio, value $327,035.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 6,823 shares
    Change vs previous 13F +167 shares

    0.07% of the 13F portfolio, value $326,349.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 6,656 shares
    Change vs previous 13F +47 shares

    0.1% of the 13F portfolio, value $316,811.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 6,609 shares
    Change vs previous 13F +40 shares

    0.1% of the 13F portfolio, value $313,213.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 6,569 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $316,224.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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