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Disclosery

TRUIST FINANCIAL CORP: SHM position timeline

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

TRUIST FINANCIAL CORP held 197,588 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 197,588 shares
    Change vs previous 13F -3,404 shares

    0.01% of the 13F portfolio, value $9,477,295.

    13F-HR 0000092230-26-000097 filed by TRUIST FINANCIAL CORP
    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 200,992 shares
    Change vs previous 13F +19,505 shares

    0.01% of the 13F portfolio, value $9,613,428.

    13F-HR 0000092230-26-000059 filed by TRUIST FINANCIAL CORP
    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 181,487 shares
    Change vs previous 13F -26,420 shares

    0.01% of the 13F portfolio, value $8,709,574.

    13F-HR 0000092230-26-000025 filed by TRUIST FINANCIAL CORP
    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 207,907 shares
    Change vs previous 13F +8,514 shares

    0.01% of the 13F portfolio, value $10,025,281.

    13F-HR 0000092230-25-000158 filed by TRUIST FINANCIAL CORP
    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 199,393 shares
    Change vs previous 13F -22,331 shares

    0.01% of the 13F portfolio, value $9,536,956.

    13F-HR 0000092230-25-000119 filed by TRUIST FINANCIAL CORP
    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 221,724 shares
    Change vs previous 13F -34,244 shares

    0.02% of the 13F portfolio, value $10,554,071.

    13F-HR 0000092230-25-000046 filed by TRUIST FINANCIAL CORP
    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 255,968 shares
    Change vs previous 13F +17,696 shares

    0.02% of the 13F portfolio, value $12,130,335.

    13F-HR 0000092230-25-000014 filed by TRUIST FINANCIAL CORP
    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 238,272 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $11,470,411.

    13F-HR 0000092230-24-000094 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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