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QP WEALTH MANAGEMENT, LLC: SHM position timeline

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

QP WEALTH MANAGEMENT, LLC held 16,117 SHM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,117 shares
    Change vs previous 13F +990 shares

    1.1% of the 13F portfolio, value $773,052.

    13F-HR 0001802496-26-000003 filed by QP WEALTH 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 15,127 shares
    Change vs previous 13F -2,179 shares

    1.24% of the 13F portfolio, value $723,524.

    13F-HR 0001802496-26-000002 filed by QP WEALTH 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 17,306 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $830,515.

    13F-HR 0002085853-26-000005 filed by QP WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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