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Foguth Wealth Management, LLC.: SHLD position timeline

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

Foguth Wealth Management, LLC. held 131,078 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,078 shares
    Change vs previous 13F +49,317 shares

    0.9% of the 13F portfolio, value $7,868,634.

    13F-HR 0002016322-26-000007 filed by Foguth Wealth 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 81,761 shares
    Change vs previous 13F +7,211 shares

    0.64% of the 13F portfolio, value $5,521,308.

    13F-HR 0002016322-26-000006 filed by Foguth Wealth 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 74,550 shares
    Change vs previous 13F +65,362 shares

    0.77% of the 13F portfolio, value $4,952,357.

    13F-HR 0002016322-26-000001 filed by Foguth Wealth 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 ended2025-06-30
    13F 9,188 shares
    Change vs previous 13F +2,938 shares

    0.12% of the 13F portfolio, value $553,577.

    13F-HR 0002016322-25-000008 filed by Foguth Wealth 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 ended2025-03-31
    13F 6,250 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $290,938.

    13F-HR 0002016322-25-000006 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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