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Disclosery

Encompass More Asset Management: SHEL position timeline

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

Encompass More Asset Management held 5,367 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,367 shares
    Change vs previous 13F -63 shares

    0.06% of the 13F portfolio, value $416,164.

    13F-HR 0001172661-26-002605 filed by Encompass More 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 5,430 shares
    Change vs previous 13F +66 shares

    0.09% of the 13F portfolio, value $504,955.

    13F-HR 0001172661-26-001550 filed by Encompass More 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 5,364 shares
    Change vs previous 13F -14 shares

    0.07% of the 13F portfolio, value $394,183.

    13F-HR 0001172661-26-000441 filed by Encompass More 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 5,378 shares
    Change vs previous 13F -4 shares

    0.07% of the 13F portfolio, value $384,693.

    13F-HR 0001172661-25-004323 filed by Encompass More 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 5,382 shares
    Change vs previous 13F -2,139 shares

    0.09% of the 13F portfolio, value $378,923.

    13F-HR 0001172661-25-002930 filed by Encompass More 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 7,521 shares
    Change vs previous 13F -226 shares

    0.16% of the 13F portfolio, value $551,173.

    13F-HR 0001172661-25-001631 filed by Encompass More 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 7,747 shares
    Change vs previous 13F +453 shares

    0.16% of the 13F portfolio, value $485,369.

    13F-HR 0001172661-25-000273 filed by Encompass More 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 7,294 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $481,011.

    13F-HR 0001172661-24-005312 filed by Encompass More Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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