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Disclosery

Herold Advisors, Inc.: SHEL position timeline

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

Herold Advisors, Inc. held 21,831 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,831 shares
    Change vs previous 13F +9 shares

    0.34% of the 13F portfolio, value $1,699,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, Inc.
    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 21,822 shares
    Change vs previous 13F +7 shares

    0.45% of the 13F portfolio, value $2,029,506.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 21,815 shares
    Change vs previous 13F +9 shares

    0.36% of the 13F portfolio, value $1,603,013.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 21,806 shares
    Change vs previous 13F +8 shares

    0.36% of the 13F portfolio, value $1,559,860.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, Inc.
    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 21,798 shares
    Change vs previous 13F +859 shares

    0.32% of the 13F portfolio, value $1,534,836.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, Inc.
    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 20,939 shares
    Change vs previous 13F +8 shares

    0.34% of the 13F portfolio, value $1,534,500.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, Inc.
    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 20,931 shares
    Change vs previous 13F -91 shares

    0.29% of the 13F portfolio, value $1,311,384.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, Inc.
    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 21,022 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,386,453.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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