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Disclosery

SWP FINANCIAL LLC: SHLD position timeline

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

SWP FINANCIAL LLC held 55,023 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,023 shares
    Change vs previous 13F +10,139 shares

    1.52% of the 13F portfolio, value $3,285,423.

    13F-HR 0001951757-26-001063 filed by SWP FINANCIAL 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 44,884 shares
    Change vs previous 13F +11,071 shares

    1.62% of the 13F portfolio, value $3,179,583.

    13F-HR 0001951757-26-000639 filed by SWP FINANCIAL 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 33,813 shares
    Change vs previous 13F +2,317 shares

    1.1% of the 13F portfolio, value $2,190,744.

    13F-HR 0001951757-26-000174 filed by SWP FINANCIAL 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 31,496 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,214,316.

    13F-HR 0001951757-25-001269 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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