Skip to content
Disclosery

MA Private Wealth: SHLD position timeline

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

MA Private Wealth held 125,366 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,366 shares
    Change vs previous 13F +9,682 shares

    1.11% of the 13F portfolio, value $7,485,604.

    13F-HR 0001765380-26-000229 filed by MA Private 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 115,684 shares
    Change vs previous 13F -5,025 shares

    1.39% of the 13F portfolio, value $8,195,055.

    13F-HR 0001765380-26-000186 filed by MA Private 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 120,709 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $7,820,736.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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