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Diversify Advisory Services, LLC: SHEL position timeline

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

Diversify Advisory Services, LLC held 22,030 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,030 shares
    Change vs previous 13F +11,697 shares

    0.02% of the 13F portfolio, value $1,902,786.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 11,015 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,015 shares

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

  2. period ended2026-03-31
    13F 10,333 shares
    Change vs previous 13F +811 shares

    0.02% of the 13F portfolio, value $918,744.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,333 shares

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

  3. period ended2025-12-31
    13F 9,522 shares
    Change vs previous 13F +940 shares

    0.01% of the 13F portfolio, value $702,326.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,157 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,365 shares

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

  4. period ended2025-09-30
    13F 8,582 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $638,400.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,188 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,394 shares

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

  5. period ended2025-06-30
    13F 8,573 shares
    Change vs previous 13F +965 shares

    0.01% of the 13F portfolio, value $619,395.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,089 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,484 shares

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

  6. period ended2025-03-31
    13F 7,608 shares
    Change vs previous 13F +3,747 shares

    0.02% of the 13F portfolio, value $498,391.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,208 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,400 shares

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

  7. period ended2024-12-31
    13F 3,861 shares
    Change vs previous 13F -3,522 shares

    0.01% of the 13F portfolio, value $250,724.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,861 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 7,383 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $493,216.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,266 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,117 shares

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