SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
- SEC CIK
- 0002016209
- Latest filing
- Aug 26, 2026
SHEL holding history
Shell plc in every 13F filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, 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)
- 3,770
- Value
- $347.6K
- % of portfolio
- 0.2%
- Quarters held
- 4
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,770 | $347.6K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2026 | 3,770 | $337.7K | 0.3% | +3,770 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −3,600−100.0% | Sold out | Holders |
| Q3 2025 | 3,600 | $268.7K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2025 | 3,600 | $258.7K | 0.2% | +3,600 | New | Holders |