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Cerity Partners LLC: SHEL position timeline

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

Cerity Partners LLC held 461,152 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 461,152 shares
    Change vs previous 13F +29,445 shares

    0.04% of the 13F portfolio, value $35,757,753.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 431,707 shares
    Change vs previous 13F +16,517 shares

    0.06% of the 13F portfolio, value $40,148,456.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 415,190 shares
    Change vs previous 13F +17,662 shares

    0.04% of the 13F portfolio, value $30,508,220.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 397,528 shares
    Change vs previous 13F +5,619 shares

    0.05% of the 13F portfolio, value $28,435,256.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 391,909 shares
    Change vs previous 13F +11,312 shares

    0.05% of the 13F portfolio, value $27,594,320.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 380,597 shares
    Change vs previous 13F +112 shares

    0.06% of the 13F portfolio, value $27,890,167.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 380,485 shares
    Change vs previous 13F -3,907 shares

    0.05% of the 13F portfolio, value $24,103,925.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 384,392 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $25,350,688.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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