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SHELL ASSET MANAGEMENT CO: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHELL ASSET MANAGEMENT CO on LPLA, newest first. How the timeline and the estimate are built.

SHELL ASSET MANAGEMENT CO held 2,006 LPLA shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,006 shares
    Change vs previous 13F -1,097 shares

    0.07% of the 13F portfolio, value $667,000.

    13F-HR 0001211028-25-000008 filed by SHELL ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 3,103 shares
    Change vs previous 13F +1,793 shares

    0.04% of the 13F portfolio, value $1,164,000.

    13F-HR 0001211028-25-000004 filed by SHELL ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,310 shares
    Change vs previous 13F -155 shares

    0.02% of the 13F portfolio, value $429,000.

    13F-HR 0001211028-25-000003 filed by SHELL ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,465 shares
    Change vs previous 13F -254 shares

    0.02% of the 13F portfolio, value $478,000.

    13F-HR 0001211028-25-000002 filed by SHELL ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,719 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $400,000.

    13F-HR 0001211028-24-000008 filed by SHELL ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 1,719 shares
    Change vs previous 13F -1,673 shares

    0.02% of the 13F portfolio, value $480,000.

    13F-HR 0001211028-24-000006 filed by SHELL ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 3,392 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $772,000.

    13F-HR 0001211028-24-000002 filed by SHELL ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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