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Disclosery

NewEdge Wealth, LLC: SHEL position timeline

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

NewEdge Wealth, LLC held 52,083 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,083 shares
    Change vs previous 13F +2,119 shares

    0.04% of the 13F portfolio, value $4,038,509.

    13F-HR 0001580642-26-005094 filed by NewEdge 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 49,964 shares
    Change vs previous 13F -4,304 shares

    0.06% of the 13F portfolio, value $4,646,642.

    13F-HR 0001580642-26-003156 filed by NewEdge 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 54,268 shares
    Change vs previous 13F +6,485 shares

    0.05% of the 13F portfolio, value $3,987,640.

    13F-HR 0001580642-26-000700 filed by NewEdge 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 47,783 shares
    Change vs previous 13F +12,463 shares

    0.05% of the 13F portfolio, value $3,565,115.

    13F-HR 0001580642-25-007152 filed by NewEdge 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 35,320 shares
    Change vs previous 13F -1,972 shares

    0.04% of the 13F portfolio, value $2,520,763.

    13F-HR 0001580642-25-005035 filed by NewEdge 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 37,292 shares
    Change vs previous 13F +2,899 shares

    0.05% of the 13F portfolio, value $2,732,757.

    13F-HR 0001580642-25-003038 filed by NewEdge 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 34,393 shares
    Change vs previous 13F -906 shares

    0.04% of the 13F portfolio, value $2,154,743.

    13F-HR 0001580642-25-000776 filed by NewEdge 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 35,299 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,327,991.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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