Skip to content
Disclosery

WealthTrust Axiom LLC: SHEL position timeline

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

WealthTrust Axiom LLC held 17,622 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 17,622 shares
    Change vs previous 13F -350 shares

    0.31% of the 13F portfolio, value $1,366,419.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom 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 17,972 shares
    Change vs previous 13F +202 shares

    0.41% of the 13F portfolio, value $1,671,368.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom 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 17,770 shares
    Change vs previous 13F +240 shares

    0.34% of the 13F portfolio, value $1,305,754.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom 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 17,530 shares
    Change vs previous 13F -774 shares

    0.34% of the 13F portfolio, value $1,253,920.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom 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 18,304 shares
    Change vs previous 13F -694 shares

    0.38% of the 13F portfolio, value $1,288,800.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom 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 18,998 shares
    Change vs previous 13F +67 shares

    0.42% of the 13F portfolio, value $1,392,180.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom 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 18,931 shares
    Change vs previous 13F -145 shares

    0.35% of the 13F portfolio, value $1,186,028.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom 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 19,076 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,258,089.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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