JOURNEY STRATEGIC WEALTH LLC: SHEL position timeline

JOURNEY STRATEGIC WEALTH LLC held 8,636 SHEL shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 8,636 shares

   Change vs previous 13F +436 shares

   0.02% of the 13F portfolio, value $803,168.

   13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2026-04-15 (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).

2. period ended2025-12-31

   13F 8,200 shares

   Change vs previous 13F -166 shares

   0.02% of the 13F portfolio, value $602,535.

   13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 8,366 shares

   Change vs previous 13F +62 shares

   0.02% of the 13F portfolio, value $598,386.

   13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 8,304 shares

   Change vs previous 13F +4,988 shares

   0.02% of the 13F portfolio, value $584,691.

   13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 3,316 shares

   Change vs previous 13F -399 shares

   0.01% of the 13F portfolio, value $243,002.

   13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 3,715 shares

   Change vs previous 13F -1,005 shares

   0.01% of the 13F portfolio, value $232,750.

   13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 4,720 shares

   Change vs previous 13F +590 shares

   0.01% of the 13F portfolio, value $311,245.

   13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

8. period ended2024-06-30

   13F 4,130 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $298,060.

   13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2024-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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