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Portside Wealth Group, LLC: SHEL position timeline

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

Portside Wealth Group, LLC held 42,506 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,506 shares
    Change vs previous 13F +2,144 shares

    0.38% of the 13F portfolio, value $3,295,920.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 40,362 shares
    Change vs previous 13F +1,580 shares

    0.51% of the 13F portfolio, value $3,753,657.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 38,782 shares
    Change vs previous 13F +1,015 shares

    0.39% of the 13F portfolio, value $2,849,697.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 37,767 shares
    Change vs previous 13F +1,610 shares

    0.37% of the 13F portfolio, value $2,701,513.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 36,157 shares
    Change vs previous 13F +797 shares

    0.38% of the 13F portfolio, value $2,545,830.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 35,360 shares
    Change vs previous 13F +8,130 shares

    0.42% of the 13F portfolio, value $2,591,146.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 27,230 shares
    Change vs previous 13F -450 shares

    0.28% of the 13F portfolio, value $1,705,948.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 27,680 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,825,498.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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