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Disclosery

B.O.S.S. Retirement Advisors, LLC: SHLD position timeline

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

B.O.S.S. Retirement Advisors, LLC held 36,344 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,344 shares
    Change vs previous 13F +8,456 shares

    0.59% of the 13F portfolio, value $2,170,085.

    13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement Advisors, 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 27,888 shares
    Change vs previous 13F +5,851 shares

    0.6% of the 13F portfolio, value $1,975,568.

    13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement Advisors, 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 22,037 shares
    Change vs previous 13F +13,855 shares

    0.45% of the 13F portfolio, value $1,427,777.

    13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement Advisors, 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 8,182 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $574,704.

    13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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