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EP Wealth Advisors, LLC: SHEL position timeline

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

EP Wealth Advisors, LLC held 32,522 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,522 shares
    Change vs previous 13F +3,562 shares

    0.01% of the 13F portfolio, value $2,521,780.

    13F-HR 0001398344-26-014114 filed by EP Wealth 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 28,960 shares
    Change vs previous 13F -1,996 shares

    0.01% of the 13F portfolio, value $2,693,309.

    13F-HR 0001398344-26-009125 filed by EP Wealth 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 30,956 shares
    Change vs previous 13F +6,531 shares

    0.01% of the 13F portfolio, value $2,274,683.

    13F-HR 0001398344-26-003327 filed by EP Wealth 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 ended2025-06-30
    13F 24,425 shares
    Change vs previous 13F +2,752 shares

    0.01% of the 13F portfolio, value $1,719,751.

    13F-HR 0001398344-25-015642 filed by EP Wealth 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 ended2025-03-31
    13F 21,673 shares
    Change vs previous 13F +7,717 shares

    0.01% of the 13F portfolio, value $1,588,190.

    13F-HR 0001398344-25-009656 filed by EP Wealth 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 ended2024-12-31
    13F 13,956 shares
    Change vs previous 13F -2,757 shares

    0.01% of the 13F portfolio, value $874,350.

    13F-HR 0001398344-25-002748 filed by EP Wealth 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 ended2024-09-30
    13F 16,713 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,102,234.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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