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Disclosery

Gen-Wealth Partners Inc: SHLD position timeline

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

Gen-Wealth Partners Inc held 51,829 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,829 shares
    Change vs previous 13F +14,322 shares

    0.86% of the 13F portfolio, value $3,094,685.

    13F-HR 0002023375-26-000003 filed by Gen-Wealth Partners 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 37,507 shares
    Change vs previous 13F +9,464 shares

    0.84% of the 13F portfolio, value $2,657,030.

    13F-HR 0002023375-26-000002 filed by Gen-Wealth Partners 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 28,043 shares
    Change vs previous 13F +2,624 shares

    0.58% of the 13F portfolio, value $1,816,913.

    13F-HR 0002023375-26-000001 filed by Gen-Wealth Partners Inc
    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 25,419 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,785,418.

    13F-HR 0002023375-25-000006 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

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