Position in AS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$338
-$409 QoQ
Shares Held
10
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#337
of 346 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AS Over Time
Shares Held
Position Value (USD)
Position in Leisure
Consumer Cyclical · as of Jun 30, 2026SHP Wealth Management holds $46,777 across 5 Leisure names. AS ranks #3 (0.7% of the industry book) .
All Filings in AS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338 | 10 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $747 | 20 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||