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Disclosery

SANDERS MORRIS HARRIS LLC: SHIM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SANDERS MORRIS HARRIS LLC on SHIM, newest first. How the timeline and the estimate are built.

SANDERS MORRIS HARRIS LLC held 368,300 SHIM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 368,300 shares
    Change vs previous 13F -390,097 shares

    0.98% of the 13F portfolio, value $1,683,131.

    13F-HR 0001053994-26-000006 filed by SANDERS MORRIS HARRIS 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 758,397 shares
    Change vs previous 13F +758,397 shares

    0.44% of the 13F portfolio, value $2,783,316.

    13F-HR 0001053994-26-000002 filed by SANDERS MORRIS HARRIS 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 0 shares
    Change vs previous 13F -809,667 shares

    13F-HR 0001053994-26-000001 filed by SANDERS MORRIS HARRIS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 809,667 shares
    Change vs previous 13F +60,494 shares

    0.28% of the 13F portfolio, value $2,113,231.

    13F-HR 0001085146-25-005809 filed by SANDERS MORRIS HARRIS 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 749,173 shares
    Change vs previous 13F +6,232 shares

    0.31% of the 13F portfolio, value $1,281,085.

    13F-HR 0001085146-25-004316 filed by SANDERS MORRIS HARRIS 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 742,941 shares
    Change vs previous 13F +30,276 shares

    0.21% of the 13F portfolio, value $1,337,294.

    13F-HR 0001085146-25-001935 filed by SANDERS MORRIS HARRIS 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 712,665 shares
    Change vs previous 13F +122,442 shares

    0.33% of the 13F portfolio, value $2,236,195.

    13F-HR 0001085146-25-000189 filed by SANDERS MORRIS HARRIS 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 590,223 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,457,851.

    13F-HR 0001085146-24-004709 filed by SANDERS MORRIS HARRIS LLC
    Filed (acceptance time not in the bulk data set), ingested

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