Skip to content
Disclosery

IEQ CAPITAL, LLC: SHEL position timeline

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

IEQ CAPITAL, LLC held 57,229 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,229 shares
    Change vs previous 13F -9,663 shares

    0.02% of the 13F portfolio, value $4,437,539.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 66,892 shares
    Change vs previous 13F -14,817 shares

    0.03% of the 13F portfolio, value $6,220,948.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 81,709 shares
    Change vs previous 13F +25,275 shares

    0.02% of the 13F portfolio, value $6,003,946.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 56,434 shares
    Change vs previous 13F +19,460 shares

    0.01% of the 13F portfolio, value $4,036,767.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 36,974 shares
    Change vs previous 13F +6,218 shares

    0.02% of the 13F portfolio, value $2,603,362.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 30,756 shares
    Change vs previous 13F -7,040 shares

    0.02% of the 13F portfolio, value $2,253,882.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 37,796 shares
    Change vs previous 13F +4,328 shares

    0.02% of the 13F portfolio, value $2,367,934.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 33,468 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,207,192.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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