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Arkadios Wealth Advisors: SHEL position timeline

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

Arkadios Wealth Advisors held 35,924 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,924 shares
    Change vs previous 13F -4,010 shares

    0.04% of the 13F portfolio, value $2,785,540.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 39,934 shares
    Change vs previous 13F -2,664 shares

    0.06% of the 13F portfolio, value $3,713,855.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 42,598 shares
    Change vs previous 13F +4,347 shares

    0.06% of the 13F portfolio, value $3,130,120.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 38,251 shares
    Change vs previous 13F +1,686 shares

    0.07% of the 13F portfolio, value $2,736,090.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 36,565 shares
    Change vs previous 13F -439 shares

    0.08% of the 13F portfolio, value $2,574,569.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 37,004 shares
    Change vs previous 13F +21,016 shares

    0.1% of the 13F portfolio, value $2,711,678.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 15,988 shares
    Change vs previous 13F +3,526 shares

    0.05% of the 13F portfolio, value $1,001,674.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 12,462 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $821,842.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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