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Disclosery

Apexium Financial, LP: SHEL position timeline

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

Apexium Financial, LP held 16,386 SHEL shares at 2025-09-30 per its 13F-HR filed 2025-11-18.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 16,386 shares
    Change vs previous 13F +8 shares

    0.06% of the 13F portfolio, value $1,172,091.

    13F-HR 0001214659-25-016845 filed by Apexium 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 ended2025-06-30
    13F 16,378 shares
    Change vs previous 13F +348 shares

    0.06% of the 13F portfolio, value $1,153,179.

    13F-HR 0001214659-25-010725 filed by Apexium 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 ended2025-03-31
    13F 16,030 shares
    Change vs previous 13F +7,900 shares

    0.07% of the 13F portfolio, value $1,174,678.

    13F-HR 0001214659-25-007612 filed by Apexium 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 ended2024-12-31
    13F 8,130 shares
    Change vs previous 13F +144 shares

    0.03% of the 13F portfolio, value $509,345.

    13F-HR 0001214659-25-001098 filed by Apexium 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 ended2024-09-30
    13F 7,986 shares
    Change vs previous 13F -25 shares

    0.03% of the 13F portfolio, value $526,677.

    13F-HR 0001214659-24-017508 filed by Apexium 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 ended2024-06-30
    13F 8,011 shares
    Change vs previous 13F +1,275 shares

    0.04% of the 13F portfolio, value $578,234.

    13F-HR 0001214659-24-013833 filed by Apexium 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 ended2024-03-31
    13F 6,736 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $451,581.

    13F-HR 0001214659-24-007149 filed by Apexium 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 ended2023-12-31
    13F 6,736 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $443,229.

    13F-HR 0001214659-24-002139 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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