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Kestra Advisory Services, LLC: SHLD position timeline

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

Kestra Advisory Services, LLC held 162,691 SHLD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,691 shares
    Change vs previous 13F +6,499 shares

    0.02% of the 13F portfolio, value $9,714,296.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 92,441 shares
    • Kestra Advisory Services, LLC: 70,250 shares

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

  2. period ended2026-03-31
    13F 156,192 shares
    Change vs previous 13F +39,021 shares

    0.03% of the 13F portfolio, value $11,064,629.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 74,424 shares
    • Kestra Advisory Services, LLC: 81,768 shares

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

  3. period ended2025-12-31
    13F 117,171 shares
    Change vs previous 13F +52,600 shares

    0.02% of the 13F portfolio, value $7,591,497.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 61,887 shares
    • Kestra Advisory Services, LLC: 55,284 shares

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

  4. period ended2025-09-30
    13F 64,571 shares
    Change vs previous 13F +46,099 shares

    0.02% of the 13F portfolio, value $4,535,483.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,867 shares
    • Kestra Advisory Services, LLC: 38,704 shares

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

  5. period ended2025-06-30
    13F 18,472 shares
    Change vs previous 13F +4,097 shares

    <0.01% of the 13F portfolio, value $1,112,948.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,884 shares
    • Kestra Advisory Services, LLC: 7,588 shares

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

  6. period ended2025-03-31
    13F 14,375 shares
    Change vs previous 13F +8,639 shares

    <0.01% of the 13F portfolio, value $669,156.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,977 shares
    • Kestra Advisory Services, LLC: 4,398 shares

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

  7. period ended2024-12-31
    13F 5,736 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $214,584.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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