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Beacon Capital Management, LLC: SHEL position timeline

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

Beacon Capital Management, LLC held 6,659 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,659 shares
    Change vs previous 13F -6 shares

    0.08% of the 13F portfolio, value $516,332.

    13F-HR 0002085853-26-000901 filed by Beacon Capital 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 6,665 shares
    Change vs previous 13F +49 shares

    0.11% of the 13F portfolio, value $619,855.

    13F-HR 0001921487-26-000002 filed by Beacon Capital 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 6,616 shares
    Change vs previous 13F +186 shares

    0.08% of the 13F portfolio, value $486,107.

    13F-HR 0001921487-26-000001 filed by Beacon Capital 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 6,430 shares
    Change vs previous 13F -461 shares

    0.07% of the 13F portfolio, value $459,921.

    13F-HR 0001921487-25-000006 filed by Beacon Capital 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 6,891 shares
    Change vs previous 13F +60 shares

    0.07% of the 13F portfolio, value $485,218.

    13F-HR 0001921487-25-000003 filed by Beacon Capital 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 6,831 shares
    Change vs previous 13F -45 shares

    0.07% of the 13F portfolio, value $500,552.

    13F-HR 0001921487-25-000002 filed by Beacon Capital 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 6,876 shares
    Change vs previous 13F +61 shares

    0.06% of the 13F portfolio, value $430,795.

    13F-HR 0001921487-25-000001 filed by Beacon Capital 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 6,815 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $449,449.

    13F-HR 0001921487-24-000006 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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