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CARY STREET PARTNERS ASSET MANAGEMENT LLC: SHLD position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 3,974 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,974 shares
    Change vs previous 13F +475 shares

    <0.01% of the 13F portfolio, value $237,288.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 3,450 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 524 shares

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

  2. period ended2026-03-31
    13F 3,499 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $247,869.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 2,670 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 829 shares

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