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Disclosery

Prospera Financial Services Inc: SHEL position timeline

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

Prospera Financial Services Inc held 130,663 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,663 shares
    Change vs previous 13F -6,634 shares

    0.15% of the 13F portfolio, value $10,132,610.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services 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 137,297 shares
    Change vs previous 13F -10,799 shares

    0.21% of the 13F portfolio, value $12,770,240.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services 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 148,096 shares
    Change vs previous 13F -3,960 shares

    0.18% of the 13F portfolio, value $10,883,036.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services 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 152,056 shares
    Change vs previous 13F +1,449 shares

    0.19% of the 13F portfolio, value $10,877,613.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services 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 150,607 shares
    Change vs previous 13F +7,679 shares

    0.2% of the 13F portfolio, value $10,605,259.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services 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 142,928 shares
    Change vs previous 13F -1,136 shares

    0.24% of the 13F portfolio, value $10,474,524.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services 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 144,064 shares
    Change vs previous 13F +8,858 shares

    0.21% of the 13F portfolio, value $9,026,192.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services 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 135,206 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $8,917,259.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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