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Disclosery

TSA Wealth Managment LLC: SHLD position timeline

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

TSA Wealth Managment LLC held 74,550 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,550 shares
    Change vs previous 13F -1,917 shares

    1.26% of the 13F portfolio, value $4,451,381.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 76,467 shares
    Change vs previous 13F +31,524 shares

    1.75% of the 13F portfolio, value $5,416,922.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 44,943 shares
    Change vs previous 13F +7,409 shares

    0.96% of the 13F portfolio, value $2,911,857.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 37,534 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,636,388.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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