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Disclosery

PFG Investments, LLC: SHEL position timeline

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

PFG Investments, LLC held 22,196 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 22,196 shares
    Change vs previous 13F +1,744 shares

    0.07% of the 13F portfolio, value $1,721,049.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 20,452 shares
    Change vs previous 13F -766 shares

    0.09% of the 13F portfolio, value $1,902,044.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 21,218 shares
    Change vs previous 13F -39 shares

    0.07% of the 13F portfolio, value $1,559,105.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 21,257 shares
    Change vs previous 13F -624 shares

    0.08% of the 13F portfolio, value $1,520,484.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 21,881 shares
    Change vs previous 13F -2,807 shares

    0.09% of the 13F portfolio, value $1,540,641.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 24,688 shares
    Change vs previous 13F -220 shares

    0.12% of the 13F portfolio, value $1,809,131.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 24,908 shares
    Change vs previous 13F -93 shares

    0.1% of the 13F portfolio, value $1,560,459.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 25,001 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,648,837.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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