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Disclosery

Cerity Partners LLC: SHM position timeline

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

Cerity Partners LLC held 110,515 SHM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,515 shares
    Change vs previous 13F +903 shares

    0.01% of the 13F portfolio, value $5,300,818.

    13F-HR 0001172661-26-003640 filed by Cerity 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 109,612 shares
    Change vs previous 13F -1,740 shares

    0.01% of the 13F portfolio, value $5,242,775.

    13F-HR 0001172661-26-002233 filed by Cerity 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 111,352 shares
    Change vs previous 13F +4,766 shares

    0.01% of the 13F portfolio, value $5,343,790.

    13F-HR 0001172661-26-000617 filed by Cerity 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 106,586 shares
    Change vs previous 13F -4,520 shares

    0.01% of the 13F portfolio, value $5,139,546.

    13F-HR 0001566475-25-000018 filed by Cerity 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 111,106 shares
    Change vs previous 13F -5,272 shares

    0.01% of the 13F portfolio, value $5,314,219.

    13F-HR 0001566475-25-000013 filed by Cerity 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 116,378 shares
    Change vs previous 13F -7,514 shares

    0.01% of the 13F portfolio, value $5,539,593.

    13F-HR 0001566475-25-000008 filed by Cerity 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 123,892 shares
    Change vs previous 13F +6,500 shares

    0.01% of the 13F portfolio, value $5,871,220.

    13F-HR 0001566475-25-000002 filed by Cerity 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 117,392 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,651,231.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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