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Goldstein Advisors, LLC: SHLD position timeline

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

Goldstein Advisors, LLC held 335,543 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 335,543 shares
    Change vs previous 13F +92,072 shares

    1.83% of the 13F portfolio, value $20,035,273.

    13F-HR 0001172661-26-002693 filed by Goldstein Advisors, 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 243,471 shares
    Change vs previous 13F +81,676 shares

    1.92% of the 13F portfolio, value $17,247,486.

    13F-HR 0001172661-26-001553 filed by Goldstein Advisors, 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 161,795 shares
    Change vs previous 13F +4,698 shares

    1.19% of the 13F portfolio, value $10,482,698.

    13F-HR 0001172661-26-000596 filed by Goldstein Advisors, 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 157,097 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $11,034,493.

    13F-HR 0001172661-25-004337 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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