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Disclosery

Family Manage LLC: SHEL position timeline

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

Family Manage LLC held 12,912 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 12,912 shares
    Change vs previous 13F -28 shares

    0.11% of the 13F portfolio, value $1,001,196.

    13F-HR 0001398344-26-014630 filed by Family Manage 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 12,940 shares
    Change vs previous 13F -57,561 shares

    0.14% of the 13F portfolio, value $1,203,420.

    13F-HR 0001398344-26-009312 filed by Family Manage 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 70,501 shares
    Change vs previous 13F +1,513 shares

    0.65% of the 13F portfolio, value $5,180,413.

    13F-HR 0001398344-26-003235 filed by Family Manage 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 68,988 shares
    Change vs previous 13F +2,780 shares

    0.68% of the 13F portfolio, value $4,934,712.

    13F-HR 0001398344-25-020877 filed by Family Manage 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 66,208 shares
    Change vs previous 13F +62,274 shares

    0.71% of the 13F portfolio, value $4,661,705.

    13F-HR 0001398344-25-015679 filed by Family Manage 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 3,934 shares
    Change vs previous 13F +3,934 shares

    0.05% of the 13F portfolio, value $288,284.

    13F-HR 0001398344-25-009654 filed by Family Manage 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 0 shares
    Change vs previous 13F -3,979 shares

    13F-HR 0001398344-25-002872 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 3,979 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $262,415.

    13F-HR 0001398344-24-020770 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

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