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Larry Mathis Financial Planning, LLC: SHEL position timeline

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

Larry Mathis Financial Planning, LLC held 8,060 SHEL shares at 2026-06-30 per its 13F-HR/A filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 8,060 shares
    Change vs previous 13F -370 shares

    0.48% of the 13F portfolio, value $624,972.

    13F-HR/A 0001754960-26-000632 filed by Larry Mathis Financial Planning, 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 8,430 shares
    Change vs previous 13F -144 shares

    0.7% of the 13F portfolio, value $783,990.

    13F-HR 0001754960-26-000292 filed by Larry Mathis Financial Planning, 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 8,574 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $630,018.

    13F-HR 0001754960-26-000194 filed by Larry Mathis Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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