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Disclosery

NWAM LLC: SHEL position timeline

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

NWAM LLC held 10,266 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,266 shares
    Change vs previous 13F -376 shares

    0.04% of the 13F portfolio, value $796,059.

    13F-HR 0001655006-26-000005 filed by NWAM 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 10,642 shares
    Change vs previous 13F -268 shares

    0.06% of the 13F portfolio, value $989,751.

    13F-HR 0001655006-26-000004 filed by NWAM 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 10,910 shares
    Change vs previous 13F +257 shares

    0.04% of the 13F portfolio, value $799,784.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 10,653 shares
    Change vs previous 13F -404 shares

    0.04% of the 13F portfolio, value $772,093.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 11,057 shares
    Change vs previous 13F +4,308 shares

    0.05% of the 13F portfolio, value $793,366.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 6,749 shares
    Change vs previous 13F -2,734 shares

    0.04% of the 13F portfolio, value $494,580.

    13F-HR 0001085146-25-002583 filed by NWAM 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 9,483 shares
    Change vs previous 13F -162 shares

    0.04% of the 13F portfolio, value $594,094.

    13F-HR 0001085146-25-000766 filed by NWAM 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 9,645 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $636,085.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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