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New Wave Wealth Advisors LLC

SEC CIK
0002035324
Latest filing
Jul 23, 2026

SHEL holding history

Shell plc in every 13F filed by New Wave Wealth 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)
3,366
Value
$261.0K
% of portfolio
0.1%
Quarters held
3
Since Q4 2024
Holdings of SHEL by New Wave Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,366$261.0K0.1%+965+40.2%AddedHolders
Q1 20262,401$223.3K0.1%+2,401NewHolders
Q1 20250$00.0%−2,569−100.0%Sold outHolders
Q4 20242,569$160.9K0.1%+2,569NewHolders