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Disclosery

HERBST GROUP, LLC: SHLD position timeline

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

HERBST GROUP, LLC held 36,291 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 36,291 shares
    Change vs previous 13F +119 shares

    1.18% of the 13F portfolio, value $2,166,936.

    13F-HR 0001951757-26-000974 filed by HERBST GROUP, 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 36,172 shares
    Change vs previous 13F -8,190 shares

    1.58% of the 13F portfolio, value $2,562,424.

    13F-HR 0001951757-26-000559 filed by HERBST GROUP, 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 44,362 shares
    Change vs previous 13F -6,960 shares

    1.69% of the 13F portfolio, value $2,874,214.

    13F-HR 0001951757-26-000173 filed by HERBST GROUP, 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 51,322 shares
    Change vs previous 13F -7,240 shares

    2.24% of the 13F portfolio, value $3,604,857.

    13F-HR 0001951757-25-001437 filed by HERBST GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 58,562 shares
    Change vs previous 13F +3,049 shares

    2.11% of the 13F portfolio, value $3,528,360.

    13F-HR 0001951757-25-000832 filed by HERBST GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 55,513 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $2,584,130.

    13F-HR 0001951757-25-000292 filed by HERBST GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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