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Disclosery

Glass Wealth Management Co LLC: SHEL position timeline

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

Glass Wealth Management Co LLC held 45,808 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,808 shares
    Change vs previous 13F +1,700 shares

    1.19% of the 13F portfolio, value $3,551,972.

    13F-HR 0002017692-26-000003 filed by Glass Wealth Management Co 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 44,108 shares
    Change vs previous 13F -280 shares

    1.59% of the 13F portfolio, value $4,102,067.

    13F-HR 0002017692-26-000002 filed by Glass Wealth Management Co 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 44,388 shares
    Change vs previous 13F -20 shares

    1.34% of the 13F portfolio, value $3,261,649.

    13F-HR 0002017692-26-000001 filed by Glass Wealth Management Co 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 44,408 shares
    Change vs previous 13F +395 shares

    1.42% of the 13F portfolio, value $3,176,522.

    13F-HR 0002017692-25-000006 filed by Glass Wealth Management Co 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 44,013 shares
    Change vs previous 13F -75 shares

    1.65% of the 13F portfolio, value $3,098,973.

    13F-HR 0002017692-25-000005 filed by Glass Wealth Management Co 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 44,088 shares
    Change vs previous 13F +625 shares

    1.94% of the 13F portfolio, value $3,230,787.

    13F-HR 0002017692-25-000004 filed by Glass Wealth Management Co 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 43,463 shares
    Change vs previous 13F +645 shares

    1.48% of the 13F portfolio, value $2,722,973.

    13F-HR 0002017692-25-000001 filed by Glass Wealth Management Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 42,818 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $2,823,864.

    13F-HR 0002017692-24-000005 filed by Glass Wealth Management Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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