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Kestra Advisory Services, LLC: SHM position timeline

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

Kestra Advisory Services, LLC held 105,230 SHM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,230 shares
    Change vs previous 13F -2,409 shares

    0.01% of the 13F portfolio, value $5,047,371.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 33,901 shares
    • Kestra Advisory Services, LLC: 71,329 shares

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

  2. period ended2026-03-31
    13F 107,639 shares
    Change vs previous 13F +39,070 shares

    0.01% of the 13F portfolio, value $5,148,400.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 50,058 shares
    • Kestra Advisory Services, LLC: 57,581 shares

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

  3. period ended2025-12-31
    13F 68,569 shares
    Change vs previous 13F +22,290 shares

    0.01% of the 13F portfolio, value $3,290,618.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,494 shares
    • Kestra Advisory Services, LLC: 41,075 shares

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

  4. period ended2025-09-30
    13F 46,279 shares
    Change vs previous 13F +11,030 shares

    0.01% of the 13F portfolio, value $2,231,554.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,157 shares
    • Kestra Advisory Services, LLC: 36,122 shares

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

  5. period ended2025-06-30
    13F 35,249 shares
    Change vs previous 13F -41,187 shares

    0.01% of the 13F portfolio, value $1,685,958.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,828 shares
    • Kestra Advisory Services, LLC: 25,421 shares

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

  6. period ended2025-03-31
    13F 76,436 shares
    Change vs previous 13F -30,480 shares

    0.01% of the 13F portfolio, value $3,638,353.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,822 shares
    • Kestra Advisory Services, LLC: 60,614 shares

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

  7. period ended2024-12-31
    13F 106,916 shares
    Change vs previous 13F -12,300 shares

    0.02% of the 13F portfolio, value $5,066,749.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,855 shares
    • Kestra Advisory Services, LLC: 81,061 shares
    • Kestra Investment Management, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 119,216 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,739,050.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,722 shares
    • Kestra Advisory Services, LLC: 70,101 shares
    • Kestra Investment Management, LLC: 5,393 shares

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