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Disclosery

Financially Speaking Inc: SHLD position timeline

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

Financially Speaking Inc held 487 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 487 shares
    Change vs previous 13F -2 shares

    0.17% of the 13F portfolio, value $34,500.

    13F-HR 0002040901-26-000004 filed by Financially Speaking Inc
    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 489 shares
    Change vs previous 13F +489 shares

    0.17% of the 13F portfolio, value $34,641.

    13F-HR 0002040901-26-000002 filed by Financially Speaking Inc
    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 0 shares
    Change vs previous 13F -80,523 shares

    13F-HR 0001398344-26-002600 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 80,523 shares
    Change vs previous 13F -8,057 shares

    3.72% of the 13F portfolio, value $5,655,936.

    13F-HR 0001398344-25-020442 filed by Financially Speaking Inc
    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 88,580 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $5,336,945.

    13F-HR 0001398344-25-014680 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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