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Disclosery

Fiduciary Alliance LLC: SHEL position timeline

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

Fiduciary Alliance LLC held 4,161 SHEL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,161 shares
    Change vs previous 13F -594 shares

    0.03% of the 13F portfolio, value $395,460.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,755 shares
    Change vs previous 13F -5,954 shares

    0.02% of the 13F portfolio, value $368,671.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 10,709 shares
    Change vs previous 13F -10,255 shares

    0.06% of the 13F portfolio, value $962,139.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 20,964 shares
    Change vs previous 13F -6,080 shares

    0.1% of the 13F portfolio, value $1,540,455.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 27,044 shares
    Change vs previous 13F -9,169 shares

    0.13% of the 13F portfolio, value $1,934,442.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 36,213 shares
    Change vs previous 13F +72 shares

    0.19% of the 13F portfolio, value $2,549,773.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 36,141 shares
    Change vs previous 13F +792 shares

    0.26% of the 13F portfolio, value $2,648,432.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 35,349 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,214,631.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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