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SRH ADVISORS, LLC: CART position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SRH ADVISORS, LLC on CART, newest first. How the timeline and the estimate are built.

SRH ADVISORS, LLC held 3,850 CART shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,850 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $182,298.

    13F-HR 0001512779-26-000007 filed by SRH ADVISORS, 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 3,850 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $144,221.

    13F-HR 0001512779-26-000005 filed by SRH ADVISORS, 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 3,850 shares
    Change vs previous 13F -250 shares

    0.05% of the 13F portfolio, value $173,173.

    13F-HR 0001512779-26-000002 filed by SRH ADVISORS, 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 4,100 shares
    Change vs previous 13F +2,750 shares

    0.04% of the 13F portfolio, value $150,716.

    13F-HR 0001512779-25-000012 filed by SRH ADVISORS, 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 1,350 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $61,074.

    13F-HR 0001512779-25-000009 filed by SRH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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