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Livermore
Livermore
ZHEN

Element Wealth, LLC

SEC CIK
0001802743
Latest filing
Aug 14, 2026

SHEL holding history

Shell plc in every 13F filed by Element Wealth, 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)
5,149
Value
$399.3K
% of portfolio
0.2%
Quarters held
18
Since Q1 2022
Holdings of SHEL by Element Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,149$399.3K0.2%+27+0.5%AddedHolders
Q1 20265,122$476.4K0.2%−129−2.5%ReducedHolders
Q4 20255,251$385.9K0.2%+27+0.5%AddedHolders
Q3 20255,224$373.6K0.2%+230+4.6%AddedHolders
Q2 20254,994$351.6K0.2%−853−14.6%ReducedHolders
Q1 20255,847$428.4K0.2%+36+0.6%AddedHolders
Q4 20245,811$364.1K0.2%+40+0.7%AddedHolders
Q3 20245,771$380.6K0.2%−19−0.3%ReducedHolders
Q2 20245,790$417.9K0.2%−472−7.5%ReducedHolders
Q1 20246,262$419.8K0.2%+35+0.6%AddedHolders
Q4 20236,227$409.7K0.3%−470−7.0%ReducedHolders
Q3 20236,697$431.2K0.3%+30.0%AddedHolders
Q2 20236,694$404.2K0.3%+37+0.6%AddedHolders
Q1 20236,657$383.1K0.3%+223+3.5%AddedHolders
Q4 20226,434$366.4K0.3%−344−5.1%ReducedHolders
Q3 20226,778$337.0K0.3%+88+1.3%AddedHolders
Q2 20226,690$350.0K0.3%+36+0.5%AddedHolders
Q1 20226,654$366.0K0.3%+6,654NewHolders