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Disclosery

Beacon Financial Advisory LLC: SHLD position timeline

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

Beacon Financial Advisory LLC held 9,804 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,804 shares
    Change vs previous 13F +1,733 shares

    0.12% of the 13F portfolio, value $585,397.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 8,071 shares
    Change vs previous 13F +3,431 shares

    0.13% of the 13F portfolio, value $571,750.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 4,640 shares
    Change vs previous 13F +565 shares

    0.07% of the 13F portfolio, value $300,626.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory 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 4,075 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $286,228.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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