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Lifelong Wealth Advisors, Inc.: SHLD position timeline

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

Lifelong Wealth Advisors, Inc. held 50,697 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,697 shares
    Change vs previous 13F +23,024 shares

    0.71% of the 13F portfolio, value $3,027,118.

    13F-HR 0001725547-26-000233 filed by Lifelong Wealth Advisors, 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 27,673 shares
    Change vs previous 13F +2,240 shares

    0.52% of the 13F portfolio, value $1,960,355.

    13F-HR 0001725547-26-000133 filed by Lifelong Wealth Advisors, 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 25,433 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,647,804.

    13F-HR 0001725547-26-000009 filed by Lifelong Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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