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Disclosery

PFG Advisors: SHEL position timeline

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

PFG Advisors held 6,744 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,744 shares
    Change vs previous 13F -2,743 shares

    0.03% of the 13F portfolio, value $522,942.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 9,487 shares
    Change vs previous 13F +1,423 shares

    0.04% of the 13F portfolio, value $882,304.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 8,064 shares
    Change vs previous 13F -4,573 shares

    0.03% of the 13F portfolio, value $592,569.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 12,637 shares
    Change vs previous 13F +7,376 shares

    0.04% of the 13F portfolio, value $903,896.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 5,261 shares
    Change vs previous 13F +1,308 shares

    0.02% of the 13F portfolio, value $370,394.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 3,953 shares
    Change vs previous 13F +492 shares

    0.02% of the 13F portfolio, value $289,648.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 3,461 shares
    Change vs previous 13F -519 shares

    0.01% of the 13F portfolio, value $216,817.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 3,980 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $262,453.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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