Skip to content
Disclosery

IAMS WEALTH MANAGEMENT, LLC: SHEL position timeline

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

IAMS WEALTH MANAGEMENT, LLC held 23,745 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,745 shares
    Change vs previous 13F -945 shares

    0.55% of the 13F portfolio, value $1,841,357.

    13F-HR 0001998182-26-000003 filed by IAMS 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 24,690 shares
    Change vs previous 13F -2,739 shares

    0.8% of the 13F portfolio, value $2,296,386.

    13F-HR 0001998182-26-000002 filed by IAMS 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 27,429 shares
    Change vs previous 13F -1,358 shares

    0.73% of the 13F portfolio, value $2,015,622.

    13F-HR 0001998182-26-000001 filed by IAMS 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 28,787 shares
    Change vs previous 13F -416 shares

    0.83% of the 13F portfolio, value $2,059,355.

    13F-HR 0001998182-25-000003 filed by IAMS 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 29,203 shares
    Change vs previous 13F +325 shares

    0.94% of the 13F portfolio, value $2,056,279.

    13F-HR 0001085146-25-003783 filed by IAMS 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 28,878 shares
    Change vs previous 13F -1,667 shares

    0.97% of the 13F portfolio, value $2,116,313.

    13F-HR 0001085146-25-001999 filed by IAMS 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 30,545 shares
    Change vs previous 13F +5,362 shares

    0.88% of the 13F portfolio, value $1,913,695.

    13F-HR 0001085146-25-000432 filed by IAMS 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 25,183 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,660,914.

    13F-HR 0001085146-24-004845 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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