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Livermore
Livermore
ZHEN

Abacus Planning Group, Inc.

SEC CIK
0001602730
Latest filing
Jul 20, 2026

SHEL holding history

Shell plc in every 13F filed by Abacus Planning Group, Inc., 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)
3,686
Value
$285.8K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of SHEL by Abacus Planning Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,686$285.8K<0.1%−812−18.1%ReducedHolders
Q1 20264,498$418.3K0.1%+498+12.5%AddedHolders
Q4 20254,000$293.9K<0.1%+1,161+40.9%AddedHolders
Q3 20252,839$203.1K<0.1%−235−7.6%ReducedHolders
Q2 20253,074$216.4K<0.1%−2,189−41.6%ReducedHolders
Q1 20255,263$385.6K0.1%+235+4.7%AddedHolders
Q4 20245,028$315.0K0.1%00.0%UnchangedHolders
Q3 20245,028$331.6K0.1%00.0%UnchangedHolders
Q2 20245,028$362.9K0.1%−64−1.3%ReducedHolders
Q1 20245,092$341.3K0.1%+89+1.8%AddedHolders
Q4 20235,003$329.2K0.1%+169+3.5%AddedHolders
Q3 20234,834$311.2K0.1%+402+9.1%AddedHolders
Q2 20234,432$267.6K0.1%00.0%UnchangedHolders
Q1 20234,432$255.0K0.1%00.0%UnchangedHolders
Q4 20224,432$252.4K0.1%00.0%UnchangedHolders
Q3 20224,432$221.0K0.1%+4+0.1%AddedHolders
Q2 20224,428$232.0K0.1%+4,428NewHolders