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Focus Partners Wealth: SHM position timeline

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

Focus Partners Wealth held 150,863 SHM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,863 shares
    Change vs previous 13F -1,727 shares

    0.01% of the 13F portfolio, value $7,236,213.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 98,851 shares
    • Focus Partners Advisor Solutions, LLC: 52,012 shares

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

  2. period ended2026-03-31
    13F 152,590 shares
    Change vs previous 13F +47,967 shares

    0.01% of the 13F portfolio, value $7,298,456.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 100,827 shares
    • Focus Partners Advisor Solutions, LLC: 51,763 shares

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

  3. period ended2025-12-31
    13F 104,623 shares
    Change vs previous 13F +17,190 shares

    0.01% of the 13F portfolio, value $5,020,878.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 87,433 shares
    Change vs previous 13F -50,448 shares

    0.01% of the 13F portfolio, value $4,216,039.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 87,433 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 137,881 shares
    Change vs previous 13F -12,725 shares

    0.01% of the 13F portfolio, value $6,594,880.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 85,061 shares
    • Focus Partners Advisor Solutions, LLC: 52,820 shares

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

  6. period ended2025-03-31
    13F/A 150,606 shares
    Change vs previous 13F -1,799 shares

    0.02% of the 13F portfolio, value $7,168,892.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 93,351 shares
    • Focus Partners Advisor Solutions, LLC: 57,255 shares

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

  7. period ended2024-12-31
    13F/A 152,405 shares
    Change vs previous 13F -8,076 shares

    0.02% of the 13F portfolio, value $7,222,499.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 95,951 shares
    • Focus Partners Advisor Solutions, LLC: 56,454 shares

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

  8. period ended2024-09-30
    13F 160,481 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,725,553.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 106,765 shares
    • Focus Partners Advisor Solutions, LLC: 53,716 shares

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