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WealthTrak Capital Management LLC: SHLD position timeline

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

WealthTrak Capital Management LLC held 22,441 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 22,441 shares
    Change vs previous 13F +5,940 shares

    0.88% of the 13F portfolio, value $1,339,952.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital Management 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 16,501 shares
    Change vs previous 13F +4,147 shares

    0.83% of the 13F portfolio, value $1,168,931.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital Management 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 12,354 shares
    Change vs previous 13F +4,787 shares

    0.57% of the 13F portfolio, value $800,416.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital Management 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 7,567 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $531,506.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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