XXI WEALTH, LLC: SHEL position timeline

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

XXI WEALTH, LLC held 8,525 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 8,525 shares
Change vs previous 13F +396 shares
0.3% of the 13F portfolio, value $661,028.
13F-HR 0002047463-26-000004 filed by XXI WEALTH, LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 8,129 shares
Change vs previous 13F +1,846 shares
0.43% of the 13F portfolio, value $755,997.
13F-HR 0002047463-26-000003 filed by XXI WEALTH, LLC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,283 shares
Change vs previous 13F not available
0.28% of the 13F portfolio, value $461,675.
13F-HR 0002047463-26-000002 filed by XXI WEALTH, LLC
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).