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Disclosery

KWB Wealth: SHLD position timeline

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

KWB Wealth held 204,879 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 204,879 shares
    Change vs previous 13F +102,702 shares

    1.05% of the 13F portfolio, value $12,233,300.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 102,177 shares
    Change vs previous 13F -1,488 shares

    0.65% of the 13F portfolio, value $6,620,048.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 103,665 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $6,716,455.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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