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Vertrix Wealth Management, LLC

SEC CIK
0002118328
Latest filing
Jul 9, 2026

SHEL holding history

Shell plc in every 13F filed by Vertrix Wealth Management, 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)
14,768
Value
$1.15M
% of portfolio
0.4%
Quarters held
2
Since Q1 2026
Holdings of SHEL by Vertrix Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,768$1.15M0.4%+117+0.8%AddedHolders
Q1 202614,651$1.36M0.5%–No prior filingHolders