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Disclosery

West Wealth Group, LLC: SHLD position timeline

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

West Wealth Group, LLC held 204,917 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 204,917 shares
    Change vs previous 13F +44,762 shares

    2% of the 13F portfolio, value $12,235,611.

    13F-HR 0001172661-26-003107 filed by West Wealth Group, 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 160,155 shares
    Change vs previous 13F +26,551 shares

    2.24% of the 13F portfolio, value $11,345,392.

    13F-HR 0001172661-26-001663 filed by West Wealth Group, 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 133,604 shares
    Change vs previous 13F +11,420 shares

    1.8% of the 13F portfolio, value $8,656,203.

    13F-HR 0001172661-26-000308 filed by West Wealth Group, 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 122,184 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $8,146,007.

    13F-HR 0001172661-25-004435 filed by West Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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