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Disclosery

ADVOCATE GROUP LLC: SHEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVOCATE GROUP LLC on SHEL, newest first. How the timeline and the estimate are built.

ADVOCATE GROUP LLC held 63,858 SHEL 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 63,858 shares
    Change vs previous 13F -2,778 shares

    0.74% of the 13F portfolio, value $4,951,525.

    13F-HR 0001853401-26-000003 filed by ADVOCATE 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 66,636 shares
    Change vs previous 13F -189 shares

    0.97% of the 13F portfolio, value $6,197,104.

    13F-HR 0001853401-26-000002 filed by ADVOCATE 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 66,825 shares
    Change vs previous 13F -1,075 shares

    0.79% of the 13F portfolio, value $4,910,336.

    13F-HR 0001853401-26-000001 filed by ADVOCATE 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 67,900 shares
    Change vs previous 13F -1,076 shares

    0.8% of the 13F portfolio, value $4,856,917.

    13F-HR 0001853401-25-000006 filed by ADVOCATE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 68,976 shares
    Change vs previous 13F -576 shares

    0.87% of the 13F portfolio, value $4,856,626.

    13F-HR 0001853401-25-000004 filed by ADVOCATE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 69,552 shares
    Change vs previous 13F +247 shares

    0.93% of the 13F portfolio, value $5,096,793.

    13F-HR 0001853401-25-000002 filed by ADVOCATE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 69,305 shares
    Change vs previous 13F +1,385 shares

    0.82% of the 13F portfolio, value $4,341,958.

    13F-HR 0001853401-25-000001 filed by ADVOCATE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 67,920 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $4,479,324.

    13F-HR 0001853401-24-000005 filed by ADVOCATE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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