Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: SHEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on SHEL, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 126,300 SHEL shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 126,300 shares
    Change vs previous 13F +4,690 shares

    0.05% of the 13F portfolio, value $8,892,780.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 121,610 shares
    Change vs previous 13F -17,833 shares

    0.05% of the 13F portfolio, value $8,911,565.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 139,443 shares
    Change vs previous 13F -783 shares

    0.05% of the 13F portfolio, value $8,736,112.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 140,226 shares
    Change vs previous 13F -4,885 shares

    0.06% of the 13F portfolio, value $9,247,907.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 145,111 shares
    Change vs previous 13F +37,148 shares

    0.07% of the 13F portfolio, value $10,474,125.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 107,963 shares
    Change vs previous 13F -4,905 shares

    0.06% of the 13F portfolio, value $7,237,817.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 112,868 shares
    Change vs previous 13F -20,677 shares

    0.07% of the 13F portfolio, value $7,426,718.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 133,545 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,597,640.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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