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Ascentis Wealth Management, LLC: SHEL position timeline

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

Ascentis Wealth Management, LLC held 2,718 SHEL shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,718 shares
    Change vs previous 13F -3,891 shares

    0.03% of the 13F portfolio, value $210,835.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 2,718 shares

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

  2. period ended2026-03-31
    13F 6,609 shares
    Change vs previous 13F +600 shares

    0.03% of the 13F portfolio, value $614,867.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,891 shares
    • Ascentis Wealth Management, LLC: 2,718 shares

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

  3. period ended2025-12-31
    13F 6,009 shares
    Change vs previous 13F +33 shares

    0.04% of the 13F portfolio, value $441,589.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,291 shares
    • Ascentis Wealth Management, LLC: 2,718 shares

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

  4. period ended2025-09-30
    13F 5,976 shares
    Change vs previous 13F -90 shares

    0.04% of the 13F portfolio, value $427,527.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,258 shares
    • Ascentis Wealth Management, LLC: 2,718 shares

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

  5. period ended2025-06-30
    13F 6,066 shares
    Change vs previous 13F -214 shares

    0.04% of the 13F portfolio, value $429,309.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,348 shares
    • Ascentis Wealth Management, LLC: 2,718 shares

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

  6. period ended2025-03-31
    13F 6,280 shares
    Change vs previous 13F +446 shares

    0.06% of the 13F portfolio, value $459,675.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,562 shares
    • Ascentis Wealth Management, LLC: 2,718 shares

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

  7. period ended2024-12-31
    13F 5,834 shares
    Change vs previous 13F -2,613 shares

    0.04% of the 13F portfolio, value $365,475.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,389 shares
    • Ascentis Wealth Management, LLC: 2,445 shares

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

  8. period ended2024-09-30
    13F/A 8,447 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $557,061.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 6,002 shares
    • Ascentis Wealth Management, LLC: 2,445 shares

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