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Farther Finance Advisors, LLC: SHEL position timeline

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

Farther Finance Advisors, LLC held 56,334 SHEL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 56,334 shares
    Change vs previous 13F -597 shares

    0.04% of the 13F portfolio, value $5,354,501.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 56,931 shares
    Change vs previous 13F +5,379 shares

    0.03% of the 13F portfolio, value $4,412,742.

    13F-HR 0001992825-26-000004 filed by Farther Finance 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 ended2026-03-31
    13F 51,552 shares
    Change vs previous 13F +8,888 shares

    0.04% of the 13F portfolio, value $4,744,337.

    13F-HR 0001992825-26-000003 filed by Farther Finance 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 ended2025-12-31
    13F 42,664 shares
    Change vs previous 13F +23,243 shares

    0.03% of the 13F portfolio, value $3,134,982.

    13F-HR 0001992825-26-000001 filed by Farther Finance 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 ended2025-09-30
    13F 19,421 shares
    Change vs previous 13F +2,851 shares

    0.02% of the 13F portfolio, value $1,389,153.

    13F-HR 0001992825-25-000010 filed by Farther Finance 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 ended2025-06-30
    13F 16,570 shares
    Change vs previous 13F +6,851 shares

    0.02% of the 13F portfolio, value $1,166,712.

    13F-HR 0001992825-25-000006 filed by Farther Finance 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 ended2025-03-31
    13F 9,719 shares
    Change vs previous 13F +2,970 shares

    0.02% of the 13F portfolio, value $709,978.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,749 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $422,806.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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