SHP Wealth Management
Q1 2026 13F Holdings
Location
Plymouth, MA
Holdings as of
3/31/2026
Value ($000)
$1,325,808
Num holdings
1,826
Date filed
5/8/2026
Form type
13F-HR
Prev filing
3/4/2026
Next filing
SEC
View on sec.gov
Compare Q1 2026 to
2025 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type