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Disclosery

Wambolt & Associates, LLC: SHEL position timeline

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

Wambolt & Associates, LLC held 32,227 SHEL shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 32,227 shares
    Change vs previous 13F -1,198 shares

    0.77% of the 13F portfolio, value $2,294,276.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 33,425 shares
    Change vs previous 13F +645 shares

    0.83% of the 13F portfolio, value $2,441,666.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 32,780 shares
    Change vs previous 13F -9,384 shares

    0.66% of the 13F portfolio, value $2,053,701.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 42,164 shares
    Change vs previous 13F +3,577 shares

    0.77% of the 13F portfolio, value $2,819,481.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 38,587 shares
    Change vs previous 13F +5,035 shares

    0.82% of the 13F portfolio, value $2,811,806.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 33,552 shares
    Change vs previous 13F +12,594 shares

    0.68% of the 13F portfolio, value $2,278,835.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 20,958 shares
    Change vs previous 13F +5,189 shares

    0.45% of the 13F portfolio, value $1,379,020.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 15,769 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $999,108.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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