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Disclosery

POTENTIA WEALTH: SHLD position timeline

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

POTENTIA WEALTH held 143,846 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,846 shares
    Change vs previous 13F -8,497 shares

    3.52% of the 13F portfolio, value $8,589,061.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 152,343 shares
    Change vs previous 13F -11,646 shares

    4.17% of the 13F portfolio, value $10,791,991.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 163,989 shares
    Change vs previous 13F -25,993 shares

    3.89% of the 13F portfolio, value $10,624,846.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 189,982 shares
    Change vs previous 13F +189,982 shares

    5.09% of the 13F portfolio, value $13,344,339.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    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 0 shares
    Change vs previous 13F -180,962 shares

    13F-HR 0002052308-25-000006 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 180,962 shares
    Change vs previous 13F +92,185 shares

    3.95% of the 13F portfolio, value $8,423,769.

    13F-HR 0002052308-25-000002 filed by POTENTIA WEALTH
    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 88,777 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $3,321,145.

    13F-HR 0002052308-25-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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