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Waverly Advisors, LLC: SHEL position timeline

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

Waverly Advisors, LLC held 407,847 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 407,847 shares
    Change vs previous 13F +307,671 shares

    0.18% of the 13F portfolio, value $31,624,468.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 100,176 shares
    Change vs previous 13F +28,246 shares

    0.07% of the 13F portfolio, value $9,316,372.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 71,930 shares
    Change vs previous 13F +47,857 shares

    0.04% of the 13F portfolio, value $5,285,403.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 24,073 shares
    Change vs previous 13F +603 shares

    0.02% of the 13F portfolio, value $1,721,922.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 23,470 shares
    Change vs previous 13F +2,383 shares

    0.02% of the 13F portfolio, value $1,652,529.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 21,087 shares
    Change vs previous 13F +1,682 shares

    0.02% of the 13F portfolio, value $1,545,284.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 19,405 shares
    Change vs previous 13F +9,818 shares

    0.02% of the 13F portfolio, value $1,215,705.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 9,587 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $632,286.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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