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RW Investment Management LLC: SHM position timeline

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

RW Investment Management LLC held 63,821 SHM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,821 shares
    Change vs previous 13F -1,437 shares

    0.27% of the 13F portfolio, value $3,061,175.

    13F-HR 0001172661-26-003119 filed by RW Investment 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 65,258 shares
    Change vs previous 13F -3,295 shares

    0.3% of the 13F portfolio, value $3,121,291.

    13F-HR 0001172661-26-001549 filed by RW Investment 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 ended2025-09-30
    13F 68,553 shares
    Change vs previous 13F -662 shares

    0.34% of the 13F portfolio, value $3,305,626.

    13F-HR 0001172661-25-004788 filed by RW Investment 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 ended2025-06-30
    13F 69,215 shares
    Change vs previous 13F -5,308 shares

    0.37% of the 13F portfolio, value $3,310,554.

    13F-HR 0001172661-25-003147 filed by RW Investment 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 ended2025-03-31
    13F 74,523 shares
    Change vs previous 13F +394 shares

    0.44% of the 13F portfolio, value $3,547,295.

    13F-HR 0001172661-25-001780 filed by RW Investment 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 ended2024-12-31
    13F 74,129 shares
    Change vs previous 13F -6,381 shares

    0.43% of the 13F portfolio, value $3,512,974.

    13F-HR 0001172661-25-000463 filed by RW Investment 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 ended2024-09-30
    13F 80,510 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,875,752.

    13F-HR 0001172661-24-004542 filed by RW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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