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Disclosery

WT Wealth Management: SHLD position timeline

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

WT Wealth Management held 35,235 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,235 shares
    Change vs previous 13F -1,763 shares

    0.58% of the 13F portfolio, value $2,103,903.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    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 36,998 shares
    Change vs previous 13F +4,264 shares

    0.78% of the 13F portfolio, value $2,620,904.

    13F-HR 0001780507-26-000003 filed by WT Wealth Management
    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 32,734 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,120,836.

    13F-HR 0001780507-26-000001 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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