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Wealthstream Advisors, Inc.: SHEL position timeline

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

Wealthstream Advisors, Inc. held 6,321 SHEL shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 6,321 shares
    Change vs previous 13F +455 shares

    0.07% of the 13F portfolio, value $452,149.

    13F-HR 0001833780-25-000012 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 5,866 shares
    Change vs previous 13F +446 shares

    0.07% of the 13F portfolio, value $413,033.

    13F-HR 0001833780-25-000007 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 5,420 shares
    Change vs previous 13F -32 shares

    0.07% of the 13F portfolio, value $397,162.

    13F-HR 0001833780-25-000005 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 5,452 shares
    Change vs previous 13F +535 shares

    0.06% of the 13F portfolio, value $341,554.

    13F-HR 0001833780-25-000003 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 4,917 shares
    Change vs previous 13F -365 shares

    0.06% of the 13F portfolio, value $324,262.

    13F-HR 0001833780-24-000014 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 5,282 shares
    Change vs previous 13F -91 shares

    0.14% of the 13F portfolio, value $381,239.

    13F-HR 0001833780-24-000010 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 5,373 shares
    Change vs previous 13F -1,817 shares

    0.14% of the 13F portfolio, value $360,191.

    13F-HR 0001833780-24-000007 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 7,190 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $473,088.

    13F-HR 0001833780-24-000004 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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