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Disclosery

NewEdge Advisors, LLC: SHLD position timeline

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

NewEdge Advisors, LLC held 675,460 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 675,460 shares
    Change vs previous 13F +193,449 shares

    0.12% of the 13F portfolio, value $40,331,696.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 482,011 shares
    Change vs previous 13F +106,227 shares

    0.12% of the 13F portfolio, value $34,145,605.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 375,784 shares
    Change vs previous 13F +67,497 shares

    0.09% of the 13F portfolio, value $24,347,085.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 308,287 shares
    Change vs previous 13F +286,496 shares

    0.1% of the 13F portfolio, value $21,654,127.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    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 21,791 shares
    Change vs previous 13F -6,310 shares

    0.01% of the 13F portfolio, value $1,312,947.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 28,101 shares
    Change vs previous 13F +27,998 shares

    0.01% of the 13F portfolio, value $1,308,111.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 103 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,854.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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