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Rafferty Asset Management, LLC: SBH position timeline

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

Rafferty Asset Management, LLC held 26,013 SBH 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 26,013 shares
    Change vs previous 13F +9,157 shares

    <0.01% of the 13F portfolio, value $367,824.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset 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 16,856 shares
    Change vs previous 13F -6,289 shares

    <0.01% of the 13F portfolio, value $233,456.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset 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 23,145 shares
    Change vs previous 13F -297 shares

    <0.01% of the 13F portfolio, value $330,048.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset 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 23,442 shares
    Change vs previous 13F -15,786 shares

    <0.01% of the 13F portfolio, value $381,636.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset 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 39,228 shares
    Change vs previous 13F +5,249 shares

    <0.01% of the 13F portfolio, value $363,251.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset 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 33,979 shares
    Change vs previous 13F +1,350 shares

    <0.01% of the 13F portfolio, value $306,830.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset 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 32,629 shares
    Change vs previous 13F -511 shares

    <0.01% of the 13F portfolio, value $340,973.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, 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 33,140 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $449,710.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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