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RIVERSEDGE ADVISORS, LLC: SHM position timeline

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

RIVERSEDGE ADVISORS, LLC held 8,871 SHM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,871 shares
    Change vs previous 13F -314 shares

    0.05% of the 13F portfolio, value $413,855.

    13F-HR 0002085853-26-001127 filed by RIVERSEDGE ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,185 shares
    Change vs previous 13F -522 shares

    0.06% of the 13F portfolio, value $440,546.

    13F-HR 0002085853-26-000751 filed by RIVERSEDGE 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 9,707 shares
    Change vs previous 13F -24 shares

    0.08% of the 13F portfolio, value $464,263.

    13F-HR 0002085853-26-000385 filed by RIVERSEDGE 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 9,731 shares
    Change vs previous 13F -51 shares

    0.08% of the 13F portfolio, value $466,983.

    13F-HR 0002085853-26-000017 filed by RIVERSEDGE 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 9,782 shares
    Change vs previous 13F +64 shares

    0.08% of the 13F portfolio, value $471,677.

    13F-HR 0002085853-25-000043 filed by RIVERSEDGE 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 9,718 shares
    Change vs previous 13F -2,127 shares

    0.09% of the 13F portfolio, value $464,800.

    13F-HR 0001667731-25-000754 filed by RIVERSEDGE 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 11,845 shares
    Change vs previous 13F -50 shares

    0.13% of the 13F portfolio, value $563,834.

    13F-HR 0001667731-25-000562 filed by RIVERSEDGE 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 11,895 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $563,693.

    13F-HR 0001667731-25-000034 filed by RIVERSEDGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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