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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

SHEL holding history

Shell plc in every 13F filed by Wealthspire Advisors, 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)
22,259
Value
$1.73M
% of portfolio
<0.1%
Quarters held
18
Since Q1 2022
Holdings of SHEL by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,259$1.73M<0.1%+925+4.3%AddedHolders
Q1 202621,334$1.98M<0.1%−733−3.3%ReducedHolders
Q4 202522,067$1.62M<0.1%+5,525+33.4%AddedHolders
Q3 202516,542$1.18M<0.1%−919−5.3%ReducedHolders
Q2 202517,461$1.23M<0.1%+743+4.4%AddedHolders
Q1 202516,718$1.23M<0.1%+787+4.9%AddedHolders
Q4 202415,931$998.1K<0.1%+1,617+11.3%AddedHolders
Q3 202414,314$944.0K<0.1%−2,127−12.9%ReducedHolders
Q2 202416,441$1.19M<0.1%+47+0.3%AddedHolders
Q1 202416,394$1.10M<0.1%+42+0.3%AddedHolders
Q4 202316,352$1.08M<0.1%−175−1.1%ReducedHolders
Q3 202316,527$1.06M<0.1%+1,750+11.8%AddedHolders
Q2 202314,777$892.2K<0.1%+1,044+7.6%AddedHolders
Q1 202313,733$790.2K<0.1%−3,154−18.7%ReducedHolders
Q4 202216,887$961.7K<0.1%+6,104+56.6%AddedHolders
Q3 202210,783$537.0K<0.1%+2,538+30.8%AddedHolders
Q2 20228,245$431.0K<0.1%+1,915+30.3%AddedHolders
Q1 20226,330$348.0K<0.1%+6,330NewHolders