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Disclosery

Syverson Strege & Co: SHEL position timeline

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

Syverson Strege & Co held 3,993 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 3,993 shares
    Change vs previous 13F -148 shares

    0.07% of the 13F portfolio, value $309,617.

    13F-HR 0001682057-26-000003 filed by Syverson Strege & Co
    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 4,141 shares
    Change vs previous 13F -9 shares

    0.09% of the 13F portfolio, value $385,113.

    13F-HR 0001682057-26-000002 filed by Syverson Strege & Co
    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 4,150 shares
    Change vs previous 13F -83 shares

    0.07% of the 13F portfolio, value $304,942.

    13F-HR 0001682057-26-000001 filed by Syverson Strege & Co
    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 4,233 shares
    Change vs previous 13F -700 shares

    0.07% of the 13F portfolio, value $302,786.

    13F-HR 0001682057-25-000007 filed by Syverson Strege & Co
    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 4,933 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $347,333.

    13F-HR 0001682057-25-000004 filed by Syverson Strege & Co
    Filed (acceptance time not in the bulk data set), ingested

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