Quotient Wealth Partners, LLC: SHEL position timeline

Quotient Wealth Partners, LLC held 4,771 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,771 shares

   Change vs previous 13F -405 shares

   0.01% of the 13F portfolio, value $369,915.

   13F-HR 0002004904-26-000004 filed by Quotient Wealth Partners, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 5,176 shares

   Change vs previous 13F -2,538 shares

   0.01% of the 13F portfolio, value $481,369.

   13F-HR 0002004904-26-000003 filed by Quotient Wealth Partners, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,714 shares

   Change vs previous 13F +298 shares

   0.02% of the 13F portfolio, value $566,837.

   13F-HR 0002004904-26-000001 filed by Quotient Wealth Partners, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 7,416 shares

   Change vs previous 13F +148 shares

   0.01% of the 13F portfolio, value $530,478.

   13F-HR 0002004904-25-000008 filed by Quotient Wealth Partners, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,268 shares

   Change vs previous 13F +3,772 shares

   0.02% of the 13F portfolio, value $511,707.

   13F-HR 0002004904-25-000005 filed by Quotient Wealth Partners, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 3,496 shares

   Change vs previous 13F -6,406 shares

   0.01% of the 13F portfolio, value $256,161.

   13F-HR 0002004904-25-000004 filed by Quotient Wealth Partners, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 9,902 shares

   Change vs previous 13F +6,152 shares

   0.02% of the 13F portfolio, value $620,367.

   13F-HR 0002004904-25-000002 filed by Quotient Wealth Partners, LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 3,750 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $247,333.

   13F-HR 0002004904-24-000003 filed by Quotient Wealth Partners, LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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