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PFW Advisors LLC: SHM position timeline

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

PFW Advisors LLC held 0 SHM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -12,063 shares

    13F-HR 0001989744-26-000005 filed by PFW Advisors LLC
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 12,063 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $578,602.

    13F-HR 0001989744-26-000003 filed by PFW Advisors 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 12,063 shares
    Change vs previous 13F +1,136 shares

    0.18% of the 13F portfolio, value $576,973.

    13F-HR 0001989744-26-000002 filed by PFW Advisors 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 10,927 shares
    Change vs previous 13F -3,651 shares

    0.16% of the 13F portfolio, value $524,387.

    13F-HR 0001989744-26-000001 filed by PFW Advisors 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 14,578 shares
    Change vs previous 13F -179 shares

    0.21% of the 13F portfolio, value $702,951.

    13F-HR 0001989744-25-000005 filed by PFW Advisors 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 14,757 shares
    Change vs previous 13F -6,539 shares

    0.22% of the 13F portfolio, value $705,827.

    13F-HR 0001989744-25-000004 filed by PFW Advisors 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 21,296 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,013,690.

    13F-HR 0001989744-25-000002 filed by PFW Advisors 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 21,296 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,009,217.

    13F-HR 0001989744-25-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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