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Kingsview Wealth Management, LLC: SHEL position timeline

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

Kingsview Wealth Management, LLC held 26,675 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,675 shares
    Change vs previous 13F +4,007 shares

    0.03% of the 13F portfolio, value $2,068,417.

    13F-HR 0001791965-26-000005 filed by Kingsview 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 22,668 shares
    Change vs previous 13F +3,914 shares

    0.03% of the 13F portfolio, value $2,108,093.

    13F-HR 0001791965-26-000003 filed by Kingsview 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 18,754 shares
    Change vs previous 13F +2,388 shares

    0.02% of the 13F portfolio, value $1,378,078.

    13F-HR 0001791965-26-000001 filed by Kingsview 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 16,366 shares
    Change vs previous 13F +623 shares

    0.02% of the 13F portfolio, value $1,170,680.

    13F-HR 0001791965-25-000007 filed by Kingsview 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 15,743 shares
    Change vs previous 13F -5,584 shares

    0.02% of the 13F portfolio, value $1,108,460.

    13F-HR 0001791965-25-000005 filed by Kingsview 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 21,327 shares
    Change vs previous 13F +5,002 shares

    0.03% of the 13F portfolio, value $1,562,815.

    13F-HR 0001791965-25-000004 filed by Kingsview 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 16,325 shares
    Change vs previous 13F +220 shares

    0.02% of the 13F portfolio, value $1,022,741.

    13F-HR 0001791965-25-000001 filed by Kingsview 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 16,105 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,062,093.

    13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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