McElhenny Sheffield Capital Management, LLC: IBD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McElhenny Sheffield Capital Management, LLC on IBD, newest first. How the timeline and the estimate are built.
McElhenny Sheffield Capital Management, LLC held 0 IBD shares at 2025-09-30 per its 13F-HR filed 2025-10-21.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -10,755 shares
13F-HR 0001754960-25-000701 filed by McElhenny Sheffield Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F/A 10,755 sharesChange vs previous 13F -10,560 shares
0.07% of the 13F portfolio, value $258,228.
13F-HR/A 0001754960-25-000475 filed by McElhenny Sheffield Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,315 sharesChange vs previous 13F +2,568 shares
0.19% of the 13F portfolio, value $506,231.
13F-HR 0001754960-25-000202 filed by McElhenny Sheffield Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,747 sharesChange vs previous 13F -2,978 shares
0.15% of the 13F portfolio, value $439,430.
13F-HR 0001754960-25-000035 filed by McElhenny Sheffield Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,725 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $523,138.
13F-HR 0001754960-24-000516 filed by McElhenny Sheffield Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).