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Joel Isaacson & Co., LLC

SEC CIK
0001599330
Latest filing
Aug 4, 2026

SHEL holding history

Shell plc in every 13F filed by Joel Isaacson & Co., LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SHEL overviewAll 13F holders of SHELFull Q2 2026 holdings

Shares (Q2 2026)
10,893
Value
$844.7K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of SHEL by Joel Isaacson & Co., LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,893$844.7K<0.1%+20.0%AddedHolders
Q1 202610,891$1.01M<0.1%−201−1.8%ReducedHolders
Q4 202511,092$815.0K<0.1%+3,372+43.7%AddedHolders
Q3 20257,720$552.2K<0.1%+2,723+54.5%AddedHolders
Q2 20254,997$351.8K<0.1%00.0%UnchangedHolders
Q1 20254,997$366.2K<0.1%−30−0.6%ReducedHolders
Q4 20245,027$314.9K<0.1%00.0%UnchangedHolders
Q3 20245,027$331.5K<0.1%00.0%UnchangedHolders
Q2 20245,027$362.8K<0.1%+210+4.4%AddedHolders
Q1 20244,817$322.9K<0.1%+1,345+38.7%AddedHolders
Q4 20233,472$228.5K<0.1%00.0%UnchangedHolders
Q3 20233,472$223.5K<0.1%00.0%UnchangedHolders
Q2 20233,472$209.6K<0.1%+3,472NewHolders
Q1 20230$00.0%−3,772−100.0%Sold outHolders
Q4 20223,772$214.8K<0.1%+3,772NewHolders