Berkeley Capital Partners, LLC: SHEL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berkeley Capital Partners, LLC on SHEL, newest first. How the timeline and the estimate are built.
Berkeley Capital Partners, LLC held 5,406 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 5,406 sharesChange vs previous 13F +231 shares
0.09% of the 13F portfolio, value $419,182.
13F-HR 0001376474-26-000537 filed by Berkeley Capital Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,175 sharesChange vs previous 13F -257 shares
0.11% of the 13F portfolio, value $481,275.
13F-HR 0001376474-26-000352 filed by Berkeley Capital Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,432 sharesChange vs previous 13F -12 shares
0.09% of the 13F portfolio, value $399,144.
13F-HR 0001376474-26-000127 filed by Berkeley Capital Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,444 sharesChange vs previous 13F +2 shares
0.09% of the 13F portfolio, value $389,410.
13F-HR 0001376474-25-000909 filed by Berkeley Capital Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,442 sharesChange vs previous 13F -6 shares
0.1% of the 13F portfolio, value $383,172.
13F-HR 0001376474-25-000688 filed by Berkeley Capital Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,448 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $399,230.
13F-HR 0001376474-25-000428 filed by Berkeley Capital Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,448 sharesChange vs previous 13F -596 shares
0.09% of the 13F portfolio, value $341,318.
13F-HR 0001376474-25-000179 filed by Berkeley Capital Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,044 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $398,602.
13F-HR 0001376474-24-000693 filed by Berkeley Capital Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).