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Disclosery

Simplicity Wealth,LLC: SHEL position timeline

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

Simplicity Wealth,LLC held 5,691 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,691 shares
    Change vs previous 13F -3,498 shares

    0.01% of the 13F portfolio, value $441,272.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 9,189 shares
    Change vs previous 13F +88 shares

    0.05% of the 13F portfolio, value $854,562.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 9,101 shares
    Change vs previous 13F -821 shares

    0.04% of the 13F portfolio, value $668,710.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 9,922 shares
    Change vs previous 13F -3,710 shares

    0.04% of the 13F portfolio, value $709,677.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 13,632 shares
    Change vs previous 13F +3,887 shares

    0.04% of the 13F portfolio, value $959,803.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 9,745 shares
    Change vs previous 13F +4,630 shares

    0.06% of the 13F portfolio, value $714,113.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 5,115 shares
    Change vs previous 13F +1,913 shares

    0.07% of the 13F portfolio, value $320,461.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 3,202 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $211,204.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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