ROTHSCHILD INVESTMENT LLC: SHEL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROTHSCHILD INVESTMENT LLC on SHEL, newest first. How the timeline and the estimate are built.
ROTHSCHILD INVESTMENT LLC held 6,741 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 6,741 sharesChange vs previous 13F +435 shares
0.02% of the 13F portfolio, value $522,708.
13F-HR 0001104659-26-091729 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,306 sharesChange vs previous 13F +191 shares
0.03% of the 13F portfolio, value $586,471.
13F-HR 0001104659-26-056790 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,115 sharesChange vs previous 13F +49 shares
0.02% of the 13F portfolio, value $449,340.
13F-HR 0001104659-26-012215 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,066 sharesChange vs previous 13F +26 shares
0.02% of the 13F portfolio, value $433,901.
13F-HR 0001104659-25-108271 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,040 sharesChange vs previous 13F +185 shares
0.03% of the 13F portfolio, value $425,276.
13F-HR 0001104659-25-075985 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,855 sharesChange vs previous 13F -80 shares
0.03% of the 13F portfolio, value $429,054.
13F-HR 0001104659-25-032914 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,935 sharesChange vs previous 13F -1,183 shares
0.02% of the 13F portfolio, value $371,828.
13F-HR 0001104659-25-008960 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,118 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $469,432.
13F-HR 0001104659-24-109742 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).