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Disclosery

Clearstead Advisors, LLC: SHEL position timeline

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

Clearstead Advisors, LLC held 34,788 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,788 shares
    Change vs previous 13F -4,892 shares

    0.03% of the 13F portfolio, value $2,697,433.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 39,680 shares
    Change vs previous 13F +16,675 shares

    0.03% of the 13F portfolio, value $3,690,273.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 23,005 shares
    Change vs previous 13F +1,770 shares

    0.02% of the 13F portfolio, value $1,690,420.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 21,235 shares
    Change vs previous 13F -190 shares

    0.02% of the 13F portfolio, value $1,518,964.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 21,425 shares
    Change vs previous 13F -216 shares

    0.02% of the 13F portfolio, value $1,508,505.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 21,641 shares
    Change vs previous 13F -1,373 shares

    0.02% of the 13F portfolio, value $1,585,830.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 23,014 shares
    Change vs previous 13F +549 shares

    0.02% of the 13F portfolio, value $1,441,813.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 22,465 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,481,537.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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