Legacy Wealth Asset Management, LLC: SHEL position timeline

Legacy Wealth Asset Management, LLC held 8,449 SHEL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 8,449 shares

   Change vs previous 13F -15 shares

   0.18% of the 13F portfolio, value $803,077.

   13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
   Accepted 2026-10-09 00:57:21 UTC, ingested 2026-10-10 02:16:16 UTC

2. period ended2026-06-30

   13F 8,464 shares

   Change vs previous 13F -37 shares

   0.14% of the 13F portfolio, value $656,299.

   13F-HR 0001846151-26-000003 filed by Legacy Wealth Asset Management, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 8,501 shares

   Change vs previous 13F +53 shares

   0.19% of the 13F portfolio, value $790,593.

   13F-HR 0001846151-26-000002 filed by Legacy Wealth Asset Management, LLC
   Filed 2026-04-08 (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).

4. period ended2025-12-31

   13F 8,448 shares

   Change vs previous 13F -71 shares

   0.15% of the 13F portfolio, value $620,759.

   13F-HR 0001846151-26-000001 filed by Legacy Wealth Asset Management, LLC
   Filed 2026-01-12 (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).

5. period ended2025-09-30

   13F 8,519 shares

   Change vs previous 13F +160 shares

   0.15% of the 13F portfolio, value $609,364.

   13F-HR 0001085146-25-005936 filed by Legacy Wealth Asset Management, LLC
   Filed 2025-10-14 (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).

6. period ended2025-06-30

   13F 8,359 shares

   Change vs previous 13F +98 shares

   0.15% of the 13F portfolio, value $588,557.

   13F-HR 0001085146-25-004314 filed by Legacy Wealth Asset Management, LLC
   Filed 2025-07-30 (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).

7. period ended2025-03-31

   13F 8,261 shares

   Change vs previous 13F -37 shares

   0.17% of the 13F portfolio, value $605,366.

   13F-HR 0001085146-25-001937 filed by Legacy Wealth Asset Management, LLC
   Filed 2025-04-09 (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).

8. period ended2024-12-31

   13F 8,298 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $519,870.

   13F-HR 0001085146-25-000198 filed by Legacy Wealth Asset Management, LLC
   Filed 2025-01-15 (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).