Holistic Financial Partners: SHEL position timeline

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

Holistic Financial Partners held 2,838 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

period ended2026-06-30
13F 2,838 shares
Change vs previous 13F -10 shares
0.13% of the 13F portfolio, value $220,059.
13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,848 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $264,864.
13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).