Kestra Advisory Services, LLC: SHEL position timeline

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

Kestra Advisory Services, LLC held 124,547 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 124,547 shares
Change vs previous 13F -13,016 shares
0.02% of the 13F portfolio, value $9,657,412.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 24,188 shares
- Kestra Advisory Services, LLC: 100,359 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 137,563 shares
Change vs previous 13F -4,463 shares
0.04% of the 13F portfolio, value $12,794,010.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 27,081 shares
- Kestra Advisory Services, LLC: 110,482 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 142,026 shares
Change vs previous 13F +14,736 shares
0.03% of the 13F portfolio, value $10,436,107.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 35,109 shares
- Kestra Advisory Services, LLC: 106,917 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 127,290 shares
Change vs previous 13F +14,822 shares
0.03% of the 13F portfolio, value $9,105,108.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 35,828 shares
- Kestra Advisory Services, LLC: 91,462 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 112,468 shares
Change vs previous 13F +10,265 shares
0.03% of the 13F portfolio, value $7,918,855.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 36,567 shares
- Kestra Advisory Services, LLC: 75,901 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 102,203 shares
Change vs previous 13F -5,032 shares
0.03% of the 13F portfolio, value $7,489,436.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 36,376 shares
- Kestra Advisory Services, LLC: 65,769 shares
- Kestra Investment Management, LLC: 58 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 107,235 shares
Change vs previous 13F +22,072 shares
0.03% of the 13F portfolio, value $6,718,282.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 36,920 shares
- Kestra Advisory Services, LLC: 69,567 shares
- Kestra Investment Management, LLC: 748 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 85,163 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $5,616,469.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 28,381 shares
- Kestra Advisory Services, LLC: 56,782 shares
Acceptance time not in the bulk data set (spec §4.2).