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SHELTON WEALTH MANAGEMENT, LLC: EQT position timeline

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

SHELTON WEALTH MANAGEMENT, LLC held 33,590 EQT 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 33,590 shares
    Change vs previous 13F +610 shares

    0.71% of the 13F portfolio, value $1,785,990.

    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 32,980 shares
    Change vs previous 13F +1,538 shares

    0.92% of the 13F portfolio, value $2,098,855.

    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 31,442 shares
    Change vs previous 13F +2,541 shares

    0.74% of the 13F portfolio, value $1,685,296.

    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 28,901 shares
    Change vs previous 13F +3,933 shares

    0.73% of the 13F portfolio, value $1,573,083.

    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 24,968 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,456,134.

    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).