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Per Stirling Capital Management, LLC.: SH position timeline

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

Per Stirling Capital Management, LLC. held 53,339 SH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,339 shares
    Change vs previous 13F -3,077 shares

    0.17% of the 13F portfolio, value $1,761,263.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, 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 56,416 shares
    Change vs previous 13F -2,569 shares

    0.24% of the 13F portfolio, value $2,139,849.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital 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 ended2025-12-31
    13F 58,985 shares
    Change vs previous 13F +16,515 shares

    0.24% of the 13F portfolio, value $2,125,232.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital 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 ended2025-09-30
    13F 42,470 shares
    Change vs previous 13F +4,824 shares

    0.19% of the 13F portfolio, value $1,569,706.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital 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 ended2025-06-30
    13F 37,646 shares
    Change vs previous 13F +22,240 shares

    0.2% of the 13F portfolio, value $1,493,813.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital 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 ended2025-03-31
    13F 15,406 shares
    Change vs previous 13F +382 shares

    0.1% of the 13F portfolio, value $686,503.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital 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 ended2024-12-31
    13F 15,024 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $636,721.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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