TruNorth Capital Management, LLC: SHM position timeline

TruNorth Capital Management, LLC held 62,741 SHM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 62,741 shares

   Change vs previous 13F -126,544 shares

   0.46% of the 13F portfolio, value $2,926,868.

   13F-HR 0002085853-26-001165 filed by TruNorth Capital Management, LLC
   Accepted 2026-10-14 12:50:34 UTC, ingested 2026-10-14 12:51:28 UTC

2. period ended2026-06-30

   13F 189,285 shares

   Change vs previous 13F +12,313 shares

   1.46% of the 13F portfolio, value $9,079,055.

   13F-HR 0002085853-26-000809 filed by TruNorth Capital Management, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 176,972 shares

   Change vs previous 13F +6,681 shares

   1.62% of the 13F portfolio, value $8,464,571.

   13F-HR 0002085853-26-000462 filed by TruNorth Capital Management, LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 170,291 shares

   Change vs previous 13F +9,473 shares

   1.55% of the 13F portfolio, value $8,172,265.

   13F-HR 0002085853-26-000243 filed by TruNorth Capital Management, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 160,818 shares

   Change vs previous 13F +10,708 shares

   1.53% of the 13F portfolio, value $7,754,644.

   13F-HR 0001639695-25-000010 filed by TruNorth Capital Management, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 150,110 shares

   Change vs previous 13F +51,296 shares

   1.6% of the 13F portfolio, value $7,179,761.

   13F-HR 0001908158-25-000005 filed by TruNorth Capital Management, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 98,814 shares

   Change vs previous 13F -2,158 shares

   1.17% of the 13F portfolio, value $4,703,546.

   13F-HR 0001639695-25-000004 filed by TruNorth Capital Management, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 100,972 shares

   Change vs previous 13F not available

   1.31% of the 13F portfolio, value $4,785,063.

   13F-HR 0001639695-25-000001 filed by TruNorth Capital Management, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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