Skip to content
Disclosery

Wealthspire Advisors, LLC: SHEL position timeline

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

Wealthspire Advisors, LLC held 22,259 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,259 shares
    Change vs previous 13F +925 shares

    0.01% of the 13F portfolio, value $1,725,983.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 21,334 shares
    Change vs previous 13F -733 shares

    0.02% of the 13F portfolio, value $1,984,065.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 22,067 shares
    Change vs previous 13F +5,525 shares

    0.01% of the 13F portfolio, value $1,621,486.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 16,542 shares
    Change vs previous 13F -919 shares

    0.01% of the 13F portfolio, value $1,183,230.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 17,461 shares
    Change vs previous 13F +743 shares

    0.01% of the 13F portfolio, value $1,229,410.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 16,718 shares
    Change vs previous 13F +787 shares

    0.01% of the 13F portfolio, value $1,225,075.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 15,931 shares
    Change vs previous 13F +1,617 shares

    0.01% of the 13F portfolio, value $998,061.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 14,314 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $943,990.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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