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Disclosery

Belpointe Asset Management LLC: SHLD position timeline

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

Belpointe Asset Management LLC held 32,385 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,385 shares
    Change vs previous 13F -11,093 shares

    0.06% of the 13F portfolio, value $1,933,708.

    13F-HR 0001721242-26-000005 filed by Belpointe Asset Management 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 43,478 shares
    Change vs previous 13F -5,590 shares

    0.11% of the 13F portfolio, value $3,079,982.

    13F-HR 0001721242-26-000004 filed by Belpointe Asset Management 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 49,068 shares
    Change vs previous 13F -621 shares

    0.11% of the 13F portfolio, value $3,179,116.

    13F-HR 0001721242-26-000001 filed by Belpointe Asset Management 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 49,689 shares
    Change vs previous 13F -3,018 shares

    0.13% of the 13F portfolio, value $3,490,155.

    13F-HR 0001721242-25-000007 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 52,707 shares
    Change vs previous 13F +45,625 shares

    0.13% of the 13F portfolio, value $3,175,597.

    13F-HR 0001721242-25-000005 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,082 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $329,667.

    13F-HR 0001721242-25-000004 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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