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Disclosery

EHRLICH FINANCIAL GROUP: SHLD position timeline

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

EHRLICH FINANCIAL GROUP held 101,933 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,933 shares
    Change vs previous 13F +19,262 shares

    3.13% of the 13F portfolio, value $6,086,434.

    13F-HR 0001951757-26-000935 filed by EHRLICH FINANCIAL GROUP
    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 82,671 shares
    Change vs previous 13F +34,206 shares

    3.37% of the 13F portfolio, value $5,856,431.

    13F-HR 0001951757-26-000551 filed by EHRLICH FINANCIAL GROUP
    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 48,465 shares
    Change vs previous 13F +45,039 shares

    1.79% of the 13F portfolio, value $3,140,047.

    13F-HR 0001951757-26-000007 filed by EHRLICH FINANCIAL GROUP
    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 3,426 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $240,642.

    13F-HR 0001951757-25-001155 filed by EHRLICH FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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