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Disclosery

Smartleaf Asset Management LLC: SHC position timeline

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

Smartleaf Asset Management LLC held 691 SHC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 691 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $12,106.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset 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 691 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $9,156.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset 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 ended2025-12-31
    13F 724 shares
    Change vs previous 13F +340 shares

    <0.01% of the 13F portfolio, value $12,851.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset 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 ended2025-09-30
    13F 384 shares
    Change vs previous 13F +69 shares

    <0.01% of the 13F portfolio, value $6,048.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset 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 ended2025-06-30
    13F 315 shares
    Change vs previous 13F -24 shares

    <0.01% of the 13F portfolio, value $3,565.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset 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 ended2025-03-31
    13F 339 shares
    Change vs previous 13F -274 shares

    <0.01% of the 13F portfolio, value $3,990.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset 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 ended2024-12-31
    13F 613 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $8,189.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management 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 568 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,519.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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