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Premier Path Wealth Partners, LLC: SHM position timeline

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

Premier Path Wealth Partners, LLC held 28,613 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 28,613 shares
    Change vs previous 13F +3,773 shares

    0.16% of the 13F portfolio, value $1,372,402.

    13F-HR 0001999925-26-000003 filed by Premier Path Wealth Partners, 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 24,840 shares
    Change vs previous 13F +1,170 shares

    0.15% of the 13F portfolio, value $1,188,077.

    13F-HR 0001999925-26-000002 filed by Premier Path Wealth Partners, 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 23,670 shares
    Change vs previous 13F -2,966 shares

    0.15% of the 13F portfolio, value $1,135,903.

    13F-HR 0001999925-26-000001 filed by Premier Path Wealth Partners, 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 26,636 shares
    Change vs previous 13F -13,444 shares

    0.17% of the 13F portfolio, value $1,284,367.

    13F-HR 0001999925-25-000005 filed by Premier Path Wealth Partners, 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 40,080 shares
    Change vs previous 13F -3,240 shares

    0.27% of the 13F portfolio, value $1,917,006.

    13F-HR 0001956824-25-000008 filed by Premier Path Wealth Partners, 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 43,320 shares
    Change vs previous 13F -1,649 shares

    0.32% of the 13F portfolio, value $2,062,012.

    13F-HR 0001999925-25-000002 filed by Premier Path Wealth Partners, 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 44,969 shares
    Change vs previous 13F -1,388 shares

    0.32% of the 13F portfolio, value $2,131,061.

    13F-HR 0001999925-25-000001 filed by Premier Path Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 46,357 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,231,606.

    13F-HR 0001999925-24-000005 filed by Premier Path Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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