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Disclosery

Baron Wealth Management LLC: SHEL position timeline

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

Baron Wealth Management LLC held 2,677 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,677 shares
    Change vs previous 13F -2,077 shares

    0.05% of the 13F portfolio, value $207,575.

    13F-HR 0001968507-26-000006 filed by Baron Wealth Management LLC
    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 4,754 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $442,122.

    13F-HR 0001968507-26-000004 filed by Baron Wealth Management LLC
    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 4,754 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $349,324.

    13F-HR 0001968507-26-000003 filed by Baron Wealth Management LLC
    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 4,754 shares
    Change vs previous 13F -41 shares

    0.11% of the 13F portfolio, value $340,054.

    13F-HR 0001968507-25-000007 filed by Baron Wealth Management LLC
    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 4,795 shares
    Change vs previous 13F -1,360 shares

    0.12% of the 13F portfolio, value $337,616.

    13F-HR 0001968507-25-000006 filed by Baron Wealth Management LLC
    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 6,155 shares
    Change vs previous 13F -2,055 shares

    0.2% of the 13F portfolio, value $451,038.

    13F-HR 0001968507-25-000004 filed by Baron Wealth Management LLC
    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 8,210 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $514,357.

    13F-HR 0001968507-25-000001 filed by Baron Wealth Management LLC
    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 8,210 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $541,450.

    13F-HR 0001968507-24-000005 filed by Baron Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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