Graves Light Lenhart Wealth, Inc. SHEN SHENANDOAH TELECOMMUNICATION

Ownership history in Graves Light Lenhart Wealth, Inc.  ·  30 quarters on record

AI Ownership Summary

Graves Light Lenhart Wealth, Inc. reported SHENANDOAH TELECOMMUNICATION (SHEN) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2023 Q4. The latest visible filing shows SHEN at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Graves Light Lenhart Wealth, Inc.'s position in SHENANDOAH TELECOMMUNICATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SHEN was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Graves Light Lenhart Wealth, Inc. held SHEN — position size vs. price
% of Fund (quarterly)    SHEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 21,665 0% 0.03% $334K 2026-04-08 $14.42
2025 Q4 REDUCED 11.4% +33.4% 21,665 -2,797 -11.4% 0.03% $250K 2026-01-09 $11.56
2025 Q3 REDUCED 34.4% -13.2% 24,462 -12,827 -34.4% 0.04% $328K 2025-10-07 $13.35
2025 Q2 UNCHANGED 37,289 0% 0.06% $509K 2025-07-09 $14.39
2025 Q1 UNCHANGED 37,289 0% 0.06% $469K 2025-04-09 $12.50
2024 Q4 ADDED 37,289 +3 +0.0% 0.06% $470K 2025-01-14 $11.52
2024 Q3 REDUCED 37,286 -325 -0.9% 0.06% $526K 2024-11-14 $12.97
2024 Q2 UNCHANGED 37,611 0% 0.07% $637K 2024-08-14 $13.78
2024 Q1 UNCHANGED 37,611 0% 0.08% $653K 2024-05-13 $16.81
2023 Q4 REDUCED 37,611 -300 -0.8% 0.10% $813K 2024-02-09 $19.80
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Graves Light Lenhart Wealth, Inc. and SHEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Graves Light Lenhart Wealth, Inc. reported owning SHEN?

Graves Light Lenhart Wealth, Inc. reported SHEN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SHEN position in Graves Light Lenhart Wealth, Inc.'s portfolio?

The largest reported portfolio weight for SHEN was 0.10% in 2023 Q4.

What is the latest reported SHEN position on this page?

The most recent filing on this page is 2026 Q1, when Graves Light Lenhart Wealth, Inc. reported 21,665 shares, equal to 0.03% of portfolio, with an estimated market value of $334K.

What does the chart on this SHEN ownership page compare?

The chart compares Graves Light Lenhart Wealth, Inc.'s quarterly SHEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Graves Light Lenhart Wealth, Inc. time their SHEN position?

Based on 13F filing dates vs. subsequent SHEN price moves, Graves Light Lenhart Wealth, Inc. correctly timed 10 out of 22 reported position changes (45%). The annualised alpha on SHEN relative to SPY over the holding period was -21.1%.

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