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Disclosery

Intrua Financial, LLC: SHEL position timeline

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

Intrua Financial, LLC held 12,196 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,196 shares
    Change vs previous 13F -1,068 shares

    0.09% of the 13F portfolio, value $945,678.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 13,264 shares
    Change vs previous 13F -876 shares

    0.13% of the 13F portfolio, value $1,233,592.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 14,140 shares
    Change vs previous 13F +1,223 shares

    0.11% of the 13F portfolio, value $1,038,995.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 12,917 shares
    Change vs previous 13F +1,196 shares

    0.11% of the 13F portfolio, value $923,942.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 11,721 shares
    Change vs previous 13F -3,130 shares

    0.12% of the 13F portfolio, value $825,245.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 14,851 shares
    Change vs previous 13F +697 shares

    0.17% of the 13F portfolio, value $1,088,306.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 14,154 shares
    Change vs previous 13F +1,048 shares

    0.14% of the 13F portfolio, value $886,744.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 13,106 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $864,326.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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