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Disclosery

Kelly Financial Services LLC: SHLD position timeline

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

Kelly Financial Services LLC held 157,258 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,258 shares
    Change vs previous 13F +19,276 shares

    2.01% of the 13F portfolio, value $9,389,864.

    13F-HR 0001754960-26-000499 filed by Kelly Financial Services 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 137,982 shares
    Change vs previous 13F +36,752 shares

    2.35% of the 13F portfolio, value $9,737,446.

    13F-HR 0001754960-26-000221 filed by Kelly Financial Services 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 101,230 shares
    Change vs previous 13F +5,625 shares

    1.64% of the 13F portfolio, value $6,558,722.

    13F-HR 0001754960-26-000039 filed by Kelly Financial Services 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 95,605 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $6,715,328.

    13F-HR 0001754960-25-000659 filed by Kelly Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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