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MCMORGAN & CO LLC: SHLD position timeline

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

MCMORGAN & CO LLC held 74,179 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,179 shares
    Change vs previous 13F +14,869 shares

    0.67% of the 13F portfolio, value $4,429,270.

    13F-HR 0001162695-26-000003 filed by MCMORGAN & CO LLC
    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 59,310 shares
    Change vs previous 13F -12,500 shares

    0.68% of the 13F portfolio, value $4,201,570.

    13F-HR 0001162695-26-000002 filed by MCMORGAN & CO LLC
    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 71,810 shares
    Change vs previous 13F +3,813 shares

    0.77% of the 13F portfolio, value $4,652,570.

    13F-HR 0001162695-26-000001 filed by MCMORGAN & CO LLC
    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 67,997 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $4,776,109.

    13F-HR 0001162695-25-000006 filed by MCMORGAN & CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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