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Focus Partners Wealth: SHEL position timeline

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

Focus Partners Wealth held 197,848 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,848 shares
    Change vs previous 13F +1,496 shares

    0.01% of the 13F portfolio, value $15,341,165.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 182,833 shares
    • Focus Partners Advisor Solutions, LLC: 15,015 shares

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

  2. period ended2026-03-31
    13F 196,352 shares
    Change vs previous 13F -33,765 shares

    0.02% of the 13F portfolio, value $18,230,591.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 187,300 shares
    • Focus Partners Advisor Solutions, LLC: 9,052 shares

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

  3. period ended2025-12-31
    13F 230,117 shares
    Change vs previous 13F +27,798 shares

    0.02% of the 13F portfolio, value $16,909,033.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 223,286 shares
    • Focus Partners Advisor Solutions, LLC: 6,831 shares

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

  4. period ended2025-09-30
    13F 202,319 shares
    Change vs previous 13F -4,666 shares

    0.02% of the 13F portfolio, value $14,487,924.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 196,928 shares
    • Focus Partners Advisor Solutions, LLC: 5,391 shares

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

  5. period ended2025-06-30
    13F 206,985 shares
    Change vs previous 13F +2,878 shares

    0.03% of the 13F portfolio, value $14,574,260.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 198,895 shares
    • Focus Partners Advisor Solutions, LLC: 8,090 shares

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

  6. period ended2025-03-31
    13F/A 204,107 shares
    Change vs previous 13F +18,293 shares

    0.03% of the 13F portfolio, value $14,957,048.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 189,673 shares
    • Focus Partners Advisor Solutions, LLC: 14,434 shares

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

  7. period ended2024-12-31
    13F/A 185,814 shares
    Change vs previous 13F +89,475 shares

    0.03% of the 13F portfolio, value $11,641,341.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 185,814 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 96,339 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,353,737.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 92,705 shares
    • Focus Partners Advisor Solutions, LLC: 3,634 shares

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