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Disclosery

Allworth Financial LP: SHEL position timeline

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

Allworth Financial LP held 25,356 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,356 shares
    Change vs previous 13F -1,862 shares

    0.01% of the 13F portfolio, value $1,966,109.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 27,218 shares
    Change vs previous 13F +1,530 shares

    0.01% of the 13F portfolio, value $2,531,253.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 25,688 shares
    Change vs previous 13F -13,815 shares

    0.01% of the 13F portfolio, value $1,887,570.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 39,503 shares
    Change vs previous 13F +962 shares

    0.01% of the 13F portfolio, value $2,825,662.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 38,541 shares
    Change vs previous 13F +4,612 shares

    0.01% of the 13F portfolio, value $2,713,696.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 33,929 shares
    Change vs previous 13F +4,911 shares

    0.01% of the 13F portfolio, value $2,207,067.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 29,018 shares
    Change vs previous 13F +3,330 shares

    0.01% of the 13F portfolio, value $1,913,716.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 25,688 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,694,133.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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