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OAK FAMILY ADVISORS, LLC: SHLD position timeline

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

OAK FAMILY ADVISORS, LLC held 80,541 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,541 shares
    Change vs previous 13F -38,618 shares

    1.39% of the 13F portfolio, value $4,809,103.

    13F-HR 0001846161-26-000003 filed by OAK FAMILY 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 119,159 shares
    Change vs previous 13F -13,150 shares

    2.6% of the 13F portfolio, value $8,441,224.

    13F-HR 0001846161-26-000002 filed by OAK FAMILY 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 132,309 shares
    Change vs previous 13F -2,315 shares

    2.63% of the 13F portfolio, value $8,572,300.

    13F-HR 0001846161-26-000001 filed by OAK FAMILY 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 134,624 shares
    Change vs previous 13F -18,390 shares

    3.07% of the 13F portfolio, value $9,455,990.

    13F-HR 0001846161-25-000005 filed by OAK FAMILY 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 153,014 shares
    Change vs previous 13F +89,348 shares

    3.34% of the 13F portfolio, value $9,219,094.

    13F-HR 0001846161-25-000004 filed by OAK FAMILY 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 63,666 shares
    Change vs previous 13F +3,285 shares

    1.23% of the 13F portfolio, value $2,963,652.

    13F-HR 0001846161-25-000002 filed by OAK FAMILY 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 60,381 shares
    Change vs previous 13F +3,214 shares

    0.88% of the 13F portfolio, value $2,258,853.

    13F-HR 0001846161-25-000001 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 57,167 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,128,327.

    13F-HR 0001846161-24-000006 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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