Skip to content
Disclosery

Naviter Wealth, LLC: SHEL position timeline

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

Naviter Wealth, LLC held 73,317 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,317 shares
    Change vs previous 13F +12,725 shares

    0.52% of the 13F portfolio, value $5,684,968.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 60,592 shares
    Change vs previous 13F +2,755 shares

    0.7% of the 13F portfolio, value $5,635,065.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 57,837 shares
    Change vs previous 13F -8,068 shares

    0.55% of the 13F portfolio, value $4,249,889.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 65,905 shares
    Change vs previous 13F +2,346 shares

    0.55% of the 13F portfolio, value $4,714,178.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 63,559 shares
    Change vs previous 13F +1,438 shares

    0.55% of the 13F portfolio, value $4,475,155.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 62,121 shares
    Change vs previous 13F +366 shares

    0.55% of the 13F portfolio, value $4,518,067.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 61,755 shares
    Change vs previous 13F -20,748 shares

    0.47% of the 13F portfolio, value $3,868,957.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 82,503 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $5,441,079.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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