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Disclosery

Symmetry Partners, LLC: SHM position timeline

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

Symmetry Partners, LLC held 199,906 SHM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,906 shares
    Change vs previous 13F +11,941 shares

    0.49% of the 13F portfolio, value $9,588,472.

    13F-HR 0001697493-26-000005 filed by Symmetry Partners, 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 187,965 shares
    Change vs previous 13F +11,527 shares

    0.51% of the 13F portfolio, value $8,990,367.

    13F-HR 0001697493-26-000003 filed by Symmetry Partners, 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 176,438 shares
    Change vs previous 13F +10,775 shares

    0.5% of the 13F portfolio, value $8,467,246.

    13F-HR 0001697493-26-000001 filed by Symmetry Partners, 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 165,663 shares
    Change vs previous 13F +3,330 shares

    0.87% of the 13F portfolio, value $7,988,248.

    13F-HR 0001697493-25-000009 filed by Symmetry Partners, 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 162,333 shares
    Change vs previous 13F +16,938 shares

    0.96% of the 13F portfolio, value $7,764,392.

    13F-HR 0001697493-25-000007 filed by Symmetry Partners, 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 145,395 shares
    Change vs previous 13F +7,266 shares

    0.96% of the 13F portfolio, value $6,920,803.

    13F-HR 0001697493-25-000006 filed by Symmetry Partners, 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 138,129 shares
    Change vs previous 13F +45,207 shares

    0.93% of the 13F portfolio, value $6,545,950.

    13F-HR 0001697493-25-000002 filed by Symmetry Partners, 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 92,922 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $4,473,265.

    13F-HR 0001697493-24-000006 filed by Symmetry Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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