Skip to content
Disclosery

Barry Investment Advisors, LLC: SHEL position timeline

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

Barry Investment Advisors, LLC held 18,688 SHEL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,688 shares
    Change vs previous 13F -681 shares

    0.34% of the 13F portfolio, value $1,776,329.

    13F-HR 0002085853-26-001166 filed by Barry Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,369 shares
    Change vs previous 13F -470 shares

    0.32% of the 13F portfolio, value $1,511,042.

    13F-HR 0002085853-26-000677 filed by Barry Investment Advisors, LLC
    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 19,839 shares
    Change vs previous 13F -34 shares

    0.41% of the 13F portfolio, value $1,854,001.

    13F-HR 0002085853-26-000467 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,873 shares
    Change vs previous 13F -441 shares

    0.33% of the 13F portfolio, value $1,460,264.

    13F-HR 0002085853-26-000228 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 20,314 shares
    Change vs previous 13F -144 shares

    0.33% of the 13F portfolio, value $1,452,622.

    13F-HR 0001631639-25-000004 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 20,458 shares
    Change vs previous 13F -102 shares

    0.36% of the 13F portfolio, value $1,440,451.

    13F-HR 0001221073-25-000059 filed by Barry Investment Advisors, LLC
    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 20,560 shares
    Change vs previous 13F +226 shares

    0.4% of the 13F portfolio, value $1,506,455.

    13F-HR 0001221073-25-000045 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 20,334 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,273,935.

    13F-HR 0001221073-25-000009 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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