Skip to content
Disclosery

Alaska Permanent Capital Management, LLC: SHM position timeline

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

Alaska Permanent Capital Management, LLC held 540,486 SHM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 540,486 shares
    Change vs previous 13F +46,012 shares

    1.06% of the 13F portfolio, value $25,923,029.

    13F-HR 0001398344-26-014075 filed by Alaska Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 48,194 shares
    • Alaska Wealth Advisors, LLC: 492,292 shares

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

  2. period ended2026-03-31
    13F 494,474 shares
    Change vs previous 13F +61,317 shares

    1.05% of the 13F portfolio, value $23,651,341.

    13F-HR 0001398344-26-007167 filed by Alaska Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 27,260 shares
    • Alaska Wealth Advisors, LLC: 467,214 shares

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

  3. period ended2025-12-31
    13F 433,157 shares
    Change vs previous 13F +29,399 shares

    0.99% of the 13F portfolio, value $20,786,100.

    13F-HR 0001398344-26-003000 filed by Alaska Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 27,260 shares
    • Alaska Wealth Advisors, LLC: 405,897 shares

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

  4. period ended2025-09-30
    13F 403,758 shares
    Change vs previous 13F +110,620 shares

    0.92% of the 13F portfolio, value $19,468,141.

    13F-HR 0001398344-25-020106 filed by Alaska Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 27,260 shares
    • Alaska Wealth Advisors, LLC: 376,498 shares

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

  5. period ended2025-06-30
    13F 293,138 shares
    Change vs previous 13F -42,407 shares

    0.71% of the 13F portfolio, value $14,020,910.

    13F-HR 0001398344-25-014061 filed by Alaska Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 27,260 shares
    • Alaska Wealth Advisors, LLC: 265,878 shares

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

  6. period ended2025-03-31
    13F 335,545 shares
    Change vs previous 13F -14,109 shares

    0.88% of the 13F portfolio, value $15,972,901.

    13F-HR 0001398344-25-008403 filed by Alaska Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 46,871 shares
    • Alaska Wealth Advisors, LLC: 288,674 shares

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

  7. period ended2024-12-31
    13F 349,654 shares
    Change vs previous 13F +85,029 shares

    0.89% of the 13F portfolio, value $16,572,249.

    13F-HR 0001398344-25-001378 filed by Alaska Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 45,126 shares
    • Alaska Wealth Advisors, LLC: 304,528 shares

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

  8. period ended2024-09-30
    13F 264,625 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $12,740,201.

    13F-HR 0001398344-24-019929 filed by Alaska Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 45,126 shares
    • Alaska Wealth Advisors, LLC: 219,499 shares

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