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Marshall & Sterling Wealth Advisors Inc.: SHLD position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 4,624 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,624 shares
    Change vs previous 13F -19,856 shares

    0.16% of the 13F portfolio, value $276,105.

    13F-HR 0002056315-26-000003 filed by Marshall & Sterling 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 24,480 shares
    Change vs previous 13F +1,377 shares

    1.13% of the 13F portfolio, value $1,734,170.

    13F-HR 0002056315-26-000002 filed by Marshall & Sterling 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 23,103 shares
    Change vs previous 13F +14,008 shares

    0.99% of the 13F portfolio, value $1,496,877.

    13F-HR 0002056315-26-000001 filed by Marshall & Sterling Wealth Advisors Inc.
    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 9,095 shares
    Change vs previous 13F +6,434 shares

    0.41% of the 13F portfolio, value $638,023.

    13F-HR 0002056315-25-000011 filed by Marshall & Sterling Wealth Advisors Inc.
    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 2,661 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $160,331.

    13F-HR 0002056519-25-000006 filed by Marshall & Sterling Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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