Position in SHAK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,054,723
-$2,761,884 QoQ
Shares Held
143,783
+17.6% QoQ
Ownership
0.336%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#41
of 339 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHAK Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026GDS Wealth Management holds $29,814,079 across 3 Restaurants names. SHAK ranks #2 (27.0% of the industry book) .
All Filings in SHAK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,054,723 | 143,783 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,816,607 | 122,263 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,764,980 | 107,983 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $12,626,584 | 134,885 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $18,190,968 | 129,381 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,596,903 | 86,162 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,853,154 | 14,277 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $416,761 | 4,038 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||