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Disclosery

PDS Planning, Inc: SHEL position timeline

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

PDS Planning, Inc held 12,101 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,101 shares
    Change vs previous 13F +392 shares

    0.05% of the 13F portfolio, value $938,321.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 11,709 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $1,088,948.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    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 11,701 shares
    Change vs previous 13F +1,250 shares

    0.06% of the 13F portfolio, value $859,799.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 10,451 shares
    Change vs previous 13F +430 shares

    0.05% of the 13F portfolio, value $747,569.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 10,021 shares
    Change vs previous 13F -187 shares

    0.05% of the 13F portfolio, value $705,587.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 10,208 shares
    Change vs previous 13F +1,719 shares

    0.06% of the 13F portfolio, value $748,051.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 8,489 shares
    Change vs previous 13F -1,445 shares

    0.05% of the 13F portfolio, value $531,844.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 9,934 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $655,155.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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