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Disclosery

Warther Private Wealth, LLC: SHEL position timeline

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

Warther Private Wealth, LLC held 0 SHEL shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,099 shares

    13F-HR 0001954551-26-000004 filed by Warther Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,099 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $227,715.

    13F-HR 0001954551-26-000002 filed by Warther Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,099 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $221,671.

    13F-HR 0001954551-25-000009 filed by Warther Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,099 shares
    Change vs previous 13F -334 shares

    0.06% of the 13F portfolio, value $218,201.

    13F-HR 0001954551-25-000007 filed by Warther Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,433 shares
    Change vs previous 13F +165 shares

    0.08% of the 13F portfolio, value $251,570.

    13F-HR 0001954551-25-000005 filed by Warther Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,268 shares
    Change vs previous 13F +169 shares

    0.07% of the 13F portfolio, value $204,740.

    13F-HR 0001954551-25-000002 filed by Warther Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,099 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $204,379.

    13F-HR 0001954551-24-000008 filed by Warther Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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