Skip to content
Disclosery

Smartleaf Asset Management LLC: SHM position timeline

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

Smartleaf Asset Management LLC held 3,393 SHM 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 3,393 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $162,762.

    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 3,393 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $162,118.

    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 3,393 shares
    Change vs previous 13F -53 shares

    0.01% of the 13F portfolio, value $162,830.

    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 3,446 shares
    Change vs previous 13F -1,332 shares

    0.01% of the 13F portfolio, value $166,028.

    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 4,778 shares
    Change vs previous 13F +1,425 shares

    0.02% of the 13F portfolio, value $228,388.

    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 3,353 shares
    Change vs previous 13F +3,255 shares

    0.02% of the 13F portfolio, value $159,401.

    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 98 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,646.

    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).