Skip to content
Disclosery

SHELTON WEALTH MANAGEMENT, LLC: CP position timeline

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

SHELTON WEALTH MANAGEMENT, LLC held 21,504 CP shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,504 shares
    Change vs previous 13F +4,397 shares

    0.74% of the 13F portfolio, value $1,863,323.

    13F-HR 0001725547-26-000222 filed by SHELTON WEALTH MANAGEMENT, LLC
    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 17,107 shares
    Change vs previous 13F +4,000 shares

    0.59% of the 13F portfolio, value $1,345,637.

    13F-HR 0001725547-26-000164 filed by SHELTON WEALTH MANAGEMENT, LLC
    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 13,107 shares
    Change vs previous 13F -7,548 shares

    0.42% of the 13F portfolio, value $965,068.

    13F-HR 0001725547-26-000054 filed by SHELTON WEALTH MANAGEMENT, LLC
    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 20,655 shares
    Change vs previous 13F +1,205 shares

    0.72% of the 13F portfolio, value $1,538,592.

    13F-HR 0001725547-25-004105 filed by SHELTON WEALTH MANAGEMENT, LLC
    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 19,450 shares
    Change vs previous 13F +4,889 shares

    0.78% of the 13F portfolio, value $1,541,802.

    13F-HR 0001725547-25-003405 filed by SHELTON WEALTH MANAGEMENT, LLC
    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 14,561 shares
    Change vs previous 13F -1,839 shares

    0.58% of the 13F portfolio, value $1,022,328.

    13F-HR 0001725547-25-001425 filed by SHELTON WEALTH MANAGEMENT, LLC
    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 16,400 shares
    Change vs previous 13F +3,963 shares

    0.65% of the 13F portfolio, value $1,186,869.

    13F-HR 0001725547-25-000125 filed by SHELTON WEALTH MANAGEMENT, LLC
    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 12,437 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,063,861.

    13F-HR 0001725547-24-005961 filed by SHELTON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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