Skip to content
Disclosery

SUMMITRY LLC: SHEL position timeline

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

SUMMITRY LLC held 11,807 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,807 shares
    Change vs previous 13F +115 shares

    0.03% of the 13F portfolio, value $915,500.

    13F-HR 0001941040-26-000431 filed by SUMMITRY 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/A 11,692 shares
    Change vs previous 13F +184 shares

    0.04% of the 13F portfolio, value $1,087,398.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY 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 11,508 shares
    Change vs previous 13F +1,107 shares

    0.04% of the 13F portfolio, value $845,641.

    13F-HR 0001941040-26-000079 filed by SUMMITRY 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 10,401 shares
    Change vs previous 13F -45 shares

    0.03% of the 13F portfolio, value $743,989.

    13F-HR 0001941040-25-000598 filed by SUMMITRY 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 10,446 shares
    Change vs previous 13F +1,678 shares

    0.03% of the 13F portfolio, value $735,483.

    13F-HR 0001941040-25-000465 filed by SUMMITRY 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 8,768 shares
    Change vs previous 13F +504 shares

    0.03% of the 13F portfolio, value $642,526.

    13F-HR 0001085146-25-003029 filed by SUMMITRY 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 8,264 shares
    Change vs previous 13F +1,179 shares

    0.03% of the 13F portfolio, value $517,712.

    13F-HR 0001085146-25-001020 filed by SUMMITRY 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 7,085 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $467,235.

    13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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