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5T Wealth, LLC: SHLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 5T Wealth, LLC on SHLD, newest first. How the timeline and the estimate are built.

5T Wealth, LLC held 19,360 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,360 shares
    Change vs previous 13F -4,840 shares

    0.43% of the 13F portfolio, value $1,156,054.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,200 shares
    Change vs previous 13F +13,080 shares

    0.68% of the 13F portfolio, value $1,714,304.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,120 shares
    Change vs previous 13F +924 shares

    0.29% of the 13F portfolio, value $720,018.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,196 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $716,169.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).