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Disclosery

BFSG, LLC: SHEL position timeline

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

BFSG, LLC held 1,619 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,619 shares
    Change vs previous 13F +139 shares

    0.01% of the 13F portfolio, value $125,538.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 1,480 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $137,640.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 1,480 shares
    Change vs previous 13F +27 shares

    0.01% of the 13F portfolio, value $108,751.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 1,453 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $103,934.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 1,453 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $102,306.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 1,435 shares
    Change vs previous 13F -60 shares

    0.01% of the 13F portfolio, value $105,157.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 1,495 shares
    Change vs previous 13F +34 shares

    0.01% of the 13F portfolio, value $93,662.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 1,461 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $96,353.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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