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Disclosery

TD Capital Management LLC: SHEL position timeline

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

TD Capital Management LLC held 597 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 597 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $46,293.

    13F-HR 0001483824-26-000004 filed by TD Capital 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 597 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $55,499.

    13F-HR 0001483824-26-000003 filed by TD Capital 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 597 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $43,850.

    13F-HR 0001483824-26-000002 filed by TD Capital 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 582 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $41,652.

    13F-HR 0001483824-25-000007 filed by TD Capital 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 582 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $40,977.

    13F-HR 0001483824-25-000004 filed by TD Capital 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 582 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $42,624.

    13F-HR 0001483824-25-000003 filed by TD Capital 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 581 shares
    Change vs previous 13F +31 shares

    <0.01% of the 13F portfolio, value $36,422.

    13F-HR 0001483824-25-000002 filed by TD Capital 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 550 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $36,273.

    13F-HR 0001483824-24-000006 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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