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Independent Advisor Alliance: SHEL position timeline

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

Independent Advisor Alliance held 32,536 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,536 shares
    Change vs previous 13F +316 shares

    0.06% of the 13F portfolio, value $2,522,877.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 32,220 shares
    Change vs previous 13F -995 shares

    0.03% of the 13F portfolio, value $2,996,424.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 33,215 shares
    Change vs previous 13F +403 shares

    0.06% of the 13F portfolio, value $2,440,670.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 32,812 shares
    Change vs previous 13F +9,066 shares

    0.06% of the 13F portfolio, value $2,347,037.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 23,746 shares
    Change vs previous 13F +5,184 shares

    0.05% of the 13F portfolio, value $1,671,986.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 18,562 shares
    Change vs previous 13F +992 shares

    0.04% of the 13F portfolio, value $1,360,258.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 17,570 shares
    Change vs previous 13F +1,215 shares

    0.01% of the 13F portfolio, value $1,100,741.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 16,355 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,078,637.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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