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Disclosery

Unified Investment Management: SHEL position timeline

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

Unified Investment Management held 18,936 SHEL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,936 shares
    Change vs previous 13F +765 shares

    1.62% of the 13F portfolio, value $1,799,833.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,171 shares
    Change vs previous 13F -381 shares

    1.31% of the 13F portfolio, value $1,409,007.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 18,552 shares
    Change vs previous 13F -251 shares

    1.78% of the 13F portfolio, value $1,725,323.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 18,803 shares
    Change vs previous 13F +40 shares

    1.4% of the 13F portfolio, value $1,381,660.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,763 shares
    Change vs previous 13F -233 shares

    1.34% of the 13F portfolio, value $1,342,133.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 18,996 shares
    Change vs previous 13F +269 shares

    1.43% of the 13F portfolio, value $1,337,529.

    13F-HR 0001667731-25-000811 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 18,727 shares
    Change vs previous 13F +276 shares

    1.62% of the 13F portfolio, value $1,372,340.

    13F-HR 0001667731-25-000531 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,451 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,155,978.

    13F-HR 0001667731-25-000211 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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