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Fortis Group Advisors, LLC

SEC CIK
0001815183
Latest filing
Jul 24, 2026

SHEL holding history

Shell plc in every 13F filed by Fortis Group 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)
492
Value
$38.1K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of SHEL by Fortis Group Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026492$38.1K<0.1%00.0%UnchangedHolders
Q1 2026492$45.8K<0.1%00.0%UnchangedHolders
Q4 2025492$36.2K<0.1%00.0%UnchangedHolders
Q3 2025492$35.2K<0.1%00.0%UnchangedHolders
Q2 2025492$34.6K<0.1%00.0%UnchangedHolders
Q1 2025492$36.1K<0.1%00.0%UnchangedHolders
Q4 2024492$30.8K<0.1%00.0%UnchangedHolders
Q3 2024492$32.4K<0.1%00.0%UnchangedHolders
Q2 2024492$35.5K<0.1%00.0%UnchangedHolders
Q1 2024492$33.0K<0.1%−492−50.0%ReducedHolders
Q4 2023984$64.7K<0.1%+492+100.0%AddedHolders
Q3 2023492$31.7K<0.1%+492NewHolders