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B. Riley Wealth Advisors, Inc.: SHEL position timeline

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

B. Riley Wealth Advisors, Inc. held 10,245 SHEL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,245 shares
    Change vs previous 13F -369 shares

    0.04% of the 13F portfolio, value $973,826.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,614 shares
    Change vs previous 13F -372 shares

    0.04% of the 13F portfolio, value $816,091.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,986 shares
    Change vs previous 13F -326 shares

    0.07% of the 13F portfolio, value $1,018,813.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,312 shares
    Change vs previous 13F +81 shares

    0.04% of the 13F portfolio, value $831,180.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,231 shares
    Change vs previous 13F -3,097 shares

    0.04% of the 13F portfolio, value $803,327.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,328 shares
    Change vs previous 13F -1,712 shares

    0.05% of the 13F portfolio, value $1,008,869.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,040 shares
    Change vs previous 13F -2,278 shares

    0.04% of the 13F portfolio, value $1,175,404.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,318 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,147,610.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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