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Disclosery

Lido Advisors, LLC: SHEL position timeline

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

Lido Advisors, LLC held 44,421 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,421 shares
    Change vs previous 13F +147 shares

    0.01% of the 13F portfolio, value $3,444,495.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, 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 44,274 shares
    Change vs previous 13F +2,447 shares

    0.02% of the 13F portfolio, value $4,117,571.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, 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 41,827 shares
    Change vs previous 13F -1,084 shares

    0.01% of the 13F portfolio, value $2,995,074.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, 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 42,911 shares
    Change vs previous 13F +2,273 shares

    0.01% of the 13F portfolio, value $3,069,484.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, 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 40,638 shares
    Change vs previous 13F +2,585 shares

    0.02% of the 13F portfolio, value $2,861,327.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, 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 38,053 shares
    Change vs previous 13F +10,493 shares

    0.02% of the 13F portfolio, value $2,788,570.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, 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 27,560 shares
    Change vs previous 13F +4,874 shares

    0.01% of the 13F portfolio, value $1,726,658.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, 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 22,686 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,496,195.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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