WJ Wealth Management, LLC: SHLD position timeline

WJ Wealth Management, LLC held 0 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 0 shares

   Change vs previous 13F -118,982 shares

   13F-HR 0001801674-26-000004 filed by WJ Wealth Management, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 118,982 shares

   Change vs previous 13F +6,078 shares

   3.95% of the 13F portfolio, value $8,428,538.

   13F-HR 0001801674-26-000002 filed by WJ Wealth Management, LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 112,904 shares

   Change vs previous 13F +75 shares

   3.2% of the 13F portfolio, value $7,315,057.

   13F-HR 0001801674-26-000001 filed by WJ Wealth Management, LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F/A 112,829 shares

   Change vs previous 13F -32,439 shares

   3.39% of the 13F portfolio, value $7,707,349.

   13F-HR/A 0001085146-25-006013 filed by WJ Wealth Management, LLC
   Filed 2025-11-25 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 145,268 shares

   Change vs previous 13F not available

   2.76% of the 13F portfolio, value $8,752,460.

   13F-HR 0001085146-25-004209 filed by WJ Wealth Management, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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