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Disclosery

SHP Wealth Management: UBSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHP Wealth Management on UBSI, newest first. How the timeline and the estimate are built.

SHP Wealth Management held 741 UBSI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 741 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $33,969.

    13F-HR 0001807060-26-000005 filed by SHP Wealth Management
    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 1,041 shares
    Change vs previous 13F -898 shares

    <0.01% of the 13F portfolio, value $43,119.

    13F-HR 0001807060-26-000003 filed by SHP Wealth Management
    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 1,939 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $74,439.

    13F-HR 0001807060-26-000002 filed by SHP Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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