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Spectrum Planning & Advisory Services Inc.: SHLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Planning & Advisory Services Inc. on SHLD, newest first. How the timeline and the estimate are built.

Spectrum Planning & Advisory Services Inc. held 47,637 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,637 shares
    Change vs previous 13F +12,693 shares

    1.27% of the 13F portfolio, value $2,844,405.

    13F-HR 0001951757-26-000996 filed by Spectrum Planning & Advisory Services Inc.
    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 34,944 shares
    Change vs previous 13F +11,247 shares

    1.23% of the 13F portfolio, value $2,475,433.

    13F-HR 0001951757-26-000622 filed by Spectrum Planning & Advisory Services Inc.
    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 23,697 shares
    Change vs previous 13F +1,286 shares

    0.79% of the 13F portfolio, value $1,535,329.

    13F-HR 0001951757-26-000414 filed by Spectrum Planning & Advisory Services Inc.
    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 22,411 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,574,149.

    13F-HR 0001951757-25-001413 filed by Spectrum Planning & Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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