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Disclosery

Columbia Asset Management: SHEL position timeline

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

Columbia Asset Management held 37,955 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,955 shares
    Change vs previous 13F -945 shares

    0.51% of the 13F portfolio, value $2,943,031.

    13F-HR 0002085853-26-000792 filed by Columbia Asset Management
    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 38,900 shares
    Change vs previous 13F -990 shares

    0.69% of the 13F portfolio, value $3,617,700.

    13F-HR 0002085853-26-000430 filed by Columbia Asset Management
    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 39,890 shares
    Change vs previous 13F -367 shares

    0.52% of the 13F portfolio, value $2,931,117.

    13F-HR 0002085853-26-000122 filed by Columbia Asset Management
    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 40,257 shares
    Change vs previous 13F -255 shares

    0.54% of the 13F portfolio, value $2,879,583.

    13F-HR 0002085853-25-000221 filed by Columbia Asset Management
    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 40,512 shares
    Change vs previous 13F +100 shares

    0.56% of the 13F portfolio, value $2,852,450.

    13F-HR 0001667731-25-000872 filed by Columbia Asset Management
    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 40,412 shares
    Change vs previous 13F -1,700 shares

    0.6% of the 13F portfolio, value $2,961,391.

    13F-HR 0001667731-25-000412 filed by Columbia Asset Management
    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 42,112 shares
    Change vs previous 13F -6,575 shares

    0.5% of the 13F portfolio, value $2,638,317.

    13F-HR 0001667731-25-000251 filed by Columbia Asset Management
    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 48,687 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $3,211,000.

    13F-HR 0001585047-24-000004 filed by Columbia Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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