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Proquility Private Wealth Partners, LLC: SHM position timeline

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

Proquility Private Wealth Partners, LLC held 35,038 SHM shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 35,038 shares
    Change vs previous 13F +26,097 shares

    0.51% of the 13F portfolio, value $1,667,809.

    13F-HR 0001172661-25-002154 filed by Proquility Private 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 ended2024-12-31
    13F 8,941 shares
    Change vs previous 13F -16,594 shares

    0.14% of the 13F portfolio, value $423,714.

    13F-HR 0001172661-25-000242 filed by Proquility Private 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 ended2024-09-30
    13F 25,535 shares
    Change vs previous 13F +5,042 shares

    0.39% of the 13F portfolio, value $1,229,255.

    13F-HR 0001172661-24-004260 filed by Proquility Private 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 ended2024-06-30
    13F 20,493 shares
    Change vs previous 13F -6,169 shares

    0.33% of the 13F portfolio, value $967,065.

    13F-HR 0001172661-24-003180 filed by Proquility Private 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 ended2024-03-31
    13F 26,662 shares
    Change vs previous 13F +14,817 shares

    0.43% of the 13F portfolio, value $1,264,845.

    13F-HR 0001172661-24-001995 filed by Proquility Private 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 ended2023-12-31
    13F 11,845 shares
    Change vs previous 13F -21,729 shares

    0.21% of the 13F portfolio, value $566,073.

    13F-HR 0001172661-24-000686 filed by Proquility Private 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 ended2023-09-30
    13F 33,574 shares
    Change vs previous 13F -1,130 shares

    0.64% of the 13F portfolio, value $1,552,126.

    13F-HR 0001172661-23-003973 filed by Proquility Private 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 ended2023-06-30
    13F 34,704 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,632,823.

    13F-HR 0001172661-23-003254 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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