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Southeast Asset Advisors, LLC: SHEL position timeline

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

Southeast Asset Advisors, LLC held 4,115 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,115 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $319,077.

    13F-HR 0001104659-26-096651 filed by Southeast Asset Advisors, 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 4,115 shares
    Change vs previous 13F -545 shares

    0.04% of the 13F portfolio, value $382,695.

    13F-HR 0001104659-26-059874 filed by Southeast Asset Advisors, 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 4,660 shares
    Change vs previous 13F +280 shares

    0.03% of the 13F portfolio, value $342,417.

    13F-HR 0001104659-26-015207 filed by Southeast Asset Advisors, 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 4,380 shares
    Change vs previous 13F -1,000 shares

    0.03% of the 13F portfolio, value $313,301.

    13F-HR 0001104659-25-108267 filed by Southeast Asset Advisors, 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 5,380 shares
    Change vs previous 13F +1,000 shares

    0.05% of the 13F portfolio, value $378,806.

    13F-HR 0001104659-25-076885 filed by Southeast Asset Advisors, 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 4,380 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $320,966.

    13F-HR 0001104659-25-048429 filed by Southeast Asset Advisors, 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 4,380 shares
    Change vs previous 13F +115 shares

    0.03% of the 13F portfolio, value $274,407.

    13F-HR 0001104659-25-012627 filed by Southeast Asset Advisors, 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 4,265 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $281,277.

    13F-HR 0001104659-24-117631 filed by Southeast Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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