Strategic Planning Group, LLC

SEC CIK: 0001875525
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

SHEL holding history

Shell plc in every 13F filed by Strategic Planning Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SHEL overview All 13F holders of SHEL Full Q2 2026 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of SHEL by Strategic Planning Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−9,232−100.0%	Sold out	Holders
Q1 2024	9,232	$619.0K	0.2%	+1,462+18.8%	Added	Holders
Q4 2023	7,770	$511.3K	0.2%	–	No prior filing	Holders