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Disclosery

Pathstone Holdings, LLC: SHEL position timeline

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

Pathstone Holdings, LLC held 138,306 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,306 shares
    Change vs previous 13F +26 shares

    0.03% of the 13F portfolio, value $10,724,192.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 138,280 shares
    Change vs previous 13F +3,558 shares

    0.05% of the 13F portfolio, value $12,860,070.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 134,722 shares
    Change vs previous 13F +4,107 shares

    0.04% of the 13F portfolio, value $9,899,286.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 130,615 shares
    Change vs previous 13F -3,132 shares

    0.04% of the 13F portfolio, value $9,342,857.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 133,747 shares
    Change vs previous 13F -62,555 shares

    0.04% of the 13F portfolio, value $9,417,186.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 196,302 shares
    Change vs previous 13F +53,701 shares

    0.06% of the 13F portfolio, value $14,384,049.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 142,601 shares
    Change vs previous 13F -55,171 shares

    0.04% of the 13F portfolio, value $8,933,910.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 197,772 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $13,043,048.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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