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Livermore
Livermore
ZHEN

Planned Solutions, Inc.

SEC CIK
0001831332
Latest filing
Jul 13, 2026

SHEL holding history

Shell plc in every 13F filed by Planned Solutions, 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)
4,056
Value
$314.5K
% of portfolio
0.1%
Quarters held
14
Since Q1 2022
Holdings of SHEL by Planned Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,056$314.5K0.1%+173+4.5%AddedHolders
Q1 20263,883$361.1K0.1%00.0%UnchangedHolders
Q4 20253,883$285.3K0.1%+43+1.1%AddedHolders
Q3 20253,840$274.7K0.1%+3,840NewHolders
Q2 20250$00.0%−3,300−100.0%Sold outHolders
Q1 20253,300$241.8K0.1%+3,300NewHolders
Q4 20240$00.0%−2,565−100.0%Sold outHolders
Q3 20242,565$169.2K0.1%+2,565NewHolders
Q1 20240$00.0%−2,325−100.0%Sold outHolders
Q4 20232,325$153.0K0.1%−2,196−48.6%ReducedHolders
Q3 20234,521$291.1K0.2%00.0%UnchangedHolders
Q2 20234,521$273.0K0.2%00.0%UnchangedHolders
Q1 20234,521$260.1K0.2%+140+3.2%AddedHolders
Q4 20224,381$249.5K0.2%00.0%UnchangedHolders
Q3 20224,381$218.0K0.2%00.0%UnchangedHolders
Q2 20224,381$229.0K0.2%−800−15.4%ReducedHolders
Q1 20225,181$285.0K0.2%+5,181NewHolders