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RITHOLTZ WEALTH MANAGEMENT: SHEL position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 79,881 SHEL shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 79,881 shares
    Change vs previous 13F +13 shares

    0.09% of the 13F portfolio, value $6,193,998.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 79,868 shares
    Change vs previous 13F +2,887 shares

    0.13% of the 13F portfolio, value $7,427,727.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 76,981 shares
    Change vs previous 13F -443 shares

    0.1% of the 13F portfolio, value $5,656,573.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 77,424 shares
    Change vs previous 13F +783 shares

    0.11% of the 13F portfolio, value $5,538,129.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 76,641 shares
    Change vs previous 13F -1,085 shares

    0.12% of the 13F portfolio, value $5,396,305.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 77,726 shares
    Change vs previous 13F -1,401 shares

    0.17% of the 13F portfolio, value $5,695,755.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 79,127 shares
    Change vs previous 13F -5,097 shares

    0.15% of the 13F portfolio, value $4,957,319.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 84,224 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,554,591.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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