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SHP Wealth Management

SEC CIK
0001807060
Latest filing
Aug 11, 2026

GTM holding history

ZoomInfo Technologies Inc. in every 13F filed by SHP Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GTM overviewAll 13F holders of GTMFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2026
Holdings of GTM by SHP Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−145−100.0%Sold outHolders
Q1 2026145$867<0.1%+145NewHolders