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CFS Investment Advisory Services, LLC: SHLD position timeline

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

CFS Investment Advisory Services, LLC held 174,549 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,549 shares
    Change vs previous 13F -5,208 shares

    0.74% of the 13F portfolio, value $11,164,154.

    13F-HR 0001845688-26-000003 filed by CFS Investment Advisory Services, 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 179,757 shares
    Change vs previous 13F +72,281 shares

    0.91% of the 13F portfolio, value $13,185,176.

    13F-HR 0001845688-26-000002 filed by CFS Investment Advisory Services, 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 107,476 shares
    Change vs previous 13F +16,863 shares

    0.51% of the 13F portfolio, value $6,963,370.

    13F-HR 0001845688-26-000001 filed by CFS Investment Advisory Services, 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 90,613 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $6,185,243.

    13F-HR 0001845688-25-000006 filed by CFS Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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