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Disclosery

FIRST TRUST ADVISORS LP: SBH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on SBH, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 374,710 SBH 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 374,710 shares
    Change vs previous 13F +84,966 shares

    <0.01% of the 13F portfolio, value $5,298,399.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 289,744 shares
    Change vs previous 13F +88,325 shares

    <0.01% of the 13F portfolio, value $4,012,954.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 201,419 shares
    Change vs previous 13F -176,964 shares

    <0.01% of the 13F portfolio, value $2,872,234.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 378,383 shares
    Change vs previous 13F -2,195 shares

    <0.01% of the 13F portfolio, value $6,160,075.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 380,578 shares
    Change vs previous 13F -24,091 shares

    <0.01% of the 13F portfolio, value $3,524,152.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 404,669 shares
    Change vs previous 13F +147,953 shares

    <0.01% of the 13F portfolio, value $3,654,161.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 256,716 shares
    Change vs previous 13F -80,874 shares

    <0.01% of the 13F portfolio, value $2,682,682.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 337,590 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,581,096.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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