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Disclosery

Savvy Advisors, Inc.: SHM position timeline

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

Savvy Advisors, Inc. held 23,605 SHM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,605 shares
    Change vs previous 13F +2,221 shares

    0.02% of the 13F portfolio, value $1,132,198.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 21,384 shares
    Change vs previous 13F +75 shares

    0.03% of the 13F portfolio, value $1,022,799.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 21,309 shares
    Change vs previous 13F +6,381 shares

    0.03% of the 13F portfolio, value $1,022,611.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 14,928 shares
    Change vs previous 13F +448 shares

    0.03% of the 13F portfolio, value $719,845.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 14,480 shares
    Change vs previous 13F +7,751 shares

    0.05% of the 13F portfolio, value $692,564.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 6,729 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $320,300.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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