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Livermore
Livermore
ZHEN

Seed Wealth Management, Inc.

SEC CIK
0001963728
Latest filing
Jul 27, 2026

SHEL holding history

Shell plc in every 13F filed by Seed Wealth Management, 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)
6,927
Value
$537.1K
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of SHEL by Seed Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,927$537.1K0.3%00.0%UnchangedHolders
Q1 20266,927$644.2K0.4%00.0%UnchangedHolders
Q4 20256,927$509.0K0.4%−300−4.2%ReducedHolders
Q3 20257,227$516.9K0.4%00.0%UnchangedHolders
Q2 20257,227$508.9K0.4%−538−6.9%ReducedHolders
Q1 20257,765$569.0K0.5%00.0%UnchangedHolders
Q4 20247,765$486.5K0.4%00.0%UnchangedHolders
Q3 20247,765$512.1K0.4%−300−3.7%ReducedHolders
Q2 20248,065$582.1K0.5%+600+8.0%AddedHolders
Q1 20247,465$507.0K0.5%−800−9.7%ReducedHolders
Q4 20238,265$544.7K0.5%−600−6.8%ReducedHolders
Q3 20238,865$570.7K0.6%−170−1.9%ReducedHolders
Q2 20239,035$545.5K0.6%00.0%UnchangedHolders
Q1 20239,035$519.9K0.6%00.0%UnchangedHolders
Q4 20229,035$514.5K0.6%–No prior filingHolders