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Cresset Asset Management, LLC: SHEL position timeline

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

Cresset Asset Management, LLC held 15,184 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,184 shares
    Change vs previous 13F -1,638 shares

    <0.01% of the 13F portfolio, value $1,177,338.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 16,822 shares
    Change vs previous 13F +3,455 shares

    0.01% of the 13F portfolio, value $1,564,514.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 13,367 shares
    Change vs previous 13F -1,044 shares

    <0.01% of the 13F portfolio, value $982,173.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 14,411 shares
    Change vs previous 13F +114 shares

    <0.01% of the 13F portfolio, value $1,030,800.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, 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/A 14,297 shares
    Change vs previous 13F -47,033 shares

    0.01% of the 13F portfolio, value $1,006,685.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, 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 61,330 shares
    Change vs previous 13F +24,472 shares

    0.02% of the 13F portfolio, value $4,494,236.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, 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 36,858 shares
    Change vs previous 13F -330,240 shares

    0.01% of the 13F portfolio, value $2,309,180.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, 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 367,098 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $24,210,116.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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