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Disclosery

Sigma Planning Corp: SHEL position timeline

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

Sigma Planning Corp held 9,336 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,336 shares
    Change vs previous 13F -320 shares

    0.02% of the 13F portfolio, value $723,940.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 9,656 shares
    Change vs previous 13F -574 shares

    0.02% of the 13F portfolio, value $898,001.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 10,230 shares
    Change vs previous 13F -286 shares

    0.02% of the 13F portfolio, value $751,725.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 10,516 shares
    Change vs previous 13F +1,106 shares

    0.02% of the 13F portfolio, value $752,202.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 9,410 shares
    Change vs previous 13F -179 shares

    0.02% of the 13F portfolio, value $662,545.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 9,589 shares
    Change vs previous 13F -477 shares

    0.02% of the 13F portfolio, value $702,696.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 10,066 shares
    Change vs previous 13F -301 shares

    0.02% of the 13F portfolio, value $630,653.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 10,367 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $683,734.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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