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Disclosery

HB Wealth Management, LLC: SHEL position timeline

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

HB Wealth Management, LLC held 49,749 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,749 shares
    Change vs previous 13F +1,643 shares

    0.02% of the 13F portfolio, value $3,857,552.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 48,106 shares
    Change vs previous 13F +981 shares

    0.03% of the 13F portfolio, value $4,473,878.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 47,125 shares
    Change vs previous 13F +1,795 shares

    0.02% of the 13F portfolio, value $3,462,747.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 45,330 shares
    Change vs previous 13F +1,341 shares

    0.02% of the 13F portfolio, value $3,242,462.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 43,989 shares
    Change vs previous 13F -4,239 shares

    0.02% of the 13F portfolio, value $3,097,319.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 48,228 shares
    Change vs previous 13F +14,098 shares

    0.03% of the 13F portfolio, value $3,534,182.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 34,130 shares
    Change vs previous 13F -1,994 shares

    0.02% of the 13F portfolio, value $2,138,296.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 36,124 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,382,386.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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