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Disclosery

Virtus Family Office LLC: SHLD position timeline

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

Virtus Family Office LLC held 13,877 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,877 shares
    Change vs previous 13F -20,647 shares

    0.66% of the 13F portfolio, value $828,596.

    13F-HR 0001214659-26-009495 filed by Virtus Family Office 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 34,524 shares
    Change vs previous 13F +2,021 shares

    2.09% of the 13F portfolio, value $2,445,680.

    13F-HR 0001214659-26-005687 filed by Virtus Family Office 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 32,503 shares
    Change vs previous 13F -15,862 shares

    1.82% of the 13F portfolio, value $2,113,584.

    13F-HR 0001214659-26-001100 filed by Virtus Family Office 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 48,365 shares
    Change vs previous 13F +38,619 shares

    3.18% of the 13F portfolio, value $3,397,158.

    13F-HR 0001214659-25-015959 filed by Virtus Family Office 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 9,746 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $588,353.

    13F-HR 0001214659-25-011415 filed by Virtus Family Office 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 9,746 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $453,676.

    13F-HR 0001214659-25-007407 filed by Virtus Family Office 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 9,746 shares
    Change vs previous 13F +193 shares

    0.46% of the 13F portfolio, value $365,941.

    13F-HR 0001214659-25-002405 filed by Virtus Family Office 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 9,553 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $355,658.

    13F-HR 0001214659-24-018720 filed by Virtus Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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