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Smartleaf Asset Management LLC: SHEL position timeline

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

Smartleaf Asset Management LLC held 22,086 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,086 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,698,225.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset 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 22,086 shares
    Change vs previous 13F +754 shares

    0.07% of the 13F portfolio, value $2,048,294.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset 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 21,332 shares
    Change vs previous 13F +2,352 shares

    0.06% of the 13F portfolio, value $1,574,972.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset 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 18,980 shares
    Change vs previous 13F +3,377 shares

    0.09% of the 13F portfolio, value $1,375,101.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset 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 15,603 shares
    Change vs previous 13F -1,785 shares

    0.1% of the 13F portfolio, value $1,107,500.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset 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 17,388 shares
    Change vs previous 13F +3,941 shares

    0.12% of the 13F portfolio, value $1,264,629.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset 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 13,447 shares
    Change vs previous 13F +2,826 shares

    0.08% of the 13F portfolio, value $830,755.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset 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 10,621 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $702,154.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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