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AllSquare Wealth Management LLC: SHEL position timeline

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

AllSquare Wealth Management LLC held 4,150 SHEL shares at 2025-09-30 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,150 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $296,850.

    13F-HR 0001633674-26-000005 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 4,150 shares
    Change vs previous 13F +1,150 shares

    0.16% of the 13F portfolio, value $292,202.

    13F-HR 0001633674-25-000003 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 3,000 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $219,840.

    13F-HR 0001633674-25-000002 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 3,000 shares
    Change vs previous 13F -2,000 shares

    0.11% of the 13F portfolio, value $187,950.

    13F-HR 0001633674-25-000001 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 5,000 shares
    Change vs previous 13F +300 shares

    0.19% of the 13F portfolio, value $329,750.

    13F-HR 0001633674-24-000005 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 4,700 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $339,246.

    13F-HR 0001633674-24-000003 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 4,700 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $315,088.

    13F-HR 0001633674-24-000002 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 4,700 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $309,260.

    13F-HR 0001633674-24-000001 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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