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FOREFRONT WEALTH MANAGEMENT INC.: SHEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOREFRONT WEALTH MANAGEMENT INC. on SHEL, newest first. How the timeline and the estimate are built.

FOREFRONT WEALTH MANAGEMENT INC. held 34,812 SHEL shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 34,812 shares
    Change vs previous 13F -753 shares

    1.84% of the 13F portfolio, value $2,557,961.

    13F-HR 0001904828-26-000001 filed by FOREFRONT WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 35,565 shares
    Change vs previous 13F -508 shares

    1.87% of the 13F portfolio, value $2,543,957.

    13F-HR 0001904828-25-000006 filed by FOREFRONT WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 36,073 shares
    Change vs previous 13F -7 shares

    2.04% of the 13F portfolio, value $2,539,889.

    13F-HR 0001904828-25-000005 filed by FOREFRONT WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 36,080 shares
    Change vs previous 13F +94 shares

    2.45% of the 13F portfolio, value $2,643,929.

    13F-HR 0001904828-25-000003 filed by FOREFRONT WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 35,986 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $2,254,511.

    13F-HR 0001904828-25-000001 filed by FOREFRONT WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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