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Beacon Pointe Advisors, LLC: SHEL position timeline

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

Beacon Pointe Advisors, LLC held 43,299 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,299 shares
    Change vs previous 13F -7,365 shares

    0.02% of the 13F portfolio, value $3,357,389.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 50,664 shares
    Change vs previous 13F +18,939 shares

    0.02% of the 13F portfolio, value $4,711,797.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe 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 ended2025-12-31
    13F 31,725 shares
    Change vs previous 13F +6,449 shares

    0.02% of the 13F portfolio, value $2,331,139.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe 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 ended2025-09-30
    13F 25,276 shares
    Change vs previous 13F -10,169 shares

    0.02% of the 13F portfolio, value $1,807,988.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe 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 ended2025-06-30
    13F 35,445 shares
    Change vs previous 13F +399 shares

    0.03% of the 13F portfolio, value $2,495,717.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe 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 ended2025-03-31
    13F 35,046 shares
    Change vs previous 13F +1,142 shares

    0.03% of the 13F portfolio, value $2,568,148.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe 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 ended2024-12-31
    13F 33,904 shares
    Change vs previous 13F -2,752 shares

    0.02% of the 13F portfolio, value $2,124,087.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe 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 ended2024-09-30
    13F 36,656 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,417,467.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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