Skip to content
Disclosery

WealthPoint Financial, LLC: SHLD position timeline

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

WealthPoint Financial, LLC held 27,041 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,041 shares
    Change vs previous 13F +6,822 shares

    1.18% of the 13F portfolio, value $1,614,618.

    13F-HR 0002040860-26-000004 filed by WealthPoint 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/A 20,219 shares
    Change vs previous 13F +7,217 shares

    1.2% of the 13F portfolio, value $1,432,314.

    13F-HR/A 0002040860-26-000003 filed by WealthPoint 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 13,002 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $842,400.

    13F-HR 0002040860-26-000001 filed by WealthPoint Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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