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Disclosery

Plan A Wealth LLC: SHEL position timeline

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

Plan A Wealth LLC held 8,666 SHEL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,666 shares
    Change vs previous 13F +47 shares

    0.29% of the 13F portfolio, value $823,763.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,619 shares
    Change vs previous 13F +140 shares

    0.28% of the 13F portfolio, value $668,311.

    13F-HR 0001172661-26-002615 filed by Plan A 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 ended2026-03-31
    13F 8,479 shares
    Change vs previous 13F +51 shares

    0.38% of the 13F portfolio, value $788,537.

    13F-HR 0001172661-26-002250 filed by Plan A 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 ended2025-12-31
    13F 8,428 shares
    Change vs previous 13F +5 shares

    0.3% of the 13F portfolio, value $619,313.

    13F-HR 0001172661-26-000517 filed by Plan A 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 ended2025-09-30
    13F 8,423 shares
    Change vs previous 13F +801 shares

    0.31% of the 13F portfolio, value $602,522.

    13F-HR 0001172661-25-004609 filed by Plan A 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 ended2025-06-30
    13F 7,622 shares
    Change vs previous 13F +3,510 shares

    0.3% of the 13F portfolio, value $536,693.

    13F-HR 0001172661-25-004608 filed by Plan A 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 ended2025-03-31
    13F 4,112 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $301,327.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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