Position in WHR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,508
-$643 QoQ
Shares Held
89
+15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#387
of 458 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026SHP Wealth Management holds $66,356 across 6 Furnishings, Fixtures & Appliances names. WHR ranks #3 (5.3% of the industry book) .
All Filings in WHR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,508 | 89 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,151 | 77 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,554 | 77 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||