Atlantic Edge Private Wealth Management, LLC
Position in SHEL — Shell plc
CIK 2011145
JACKSONVILLE, FL
Position in SHEL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$100,802
-$20,098 QoQ
Shares Held
1,300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,275
of 1,523 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $1,482,000 across 6 Oil & Gas Integrated names. SHEL ranks #3 (6.8% of the industry book) .
All Filings in SHEL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,802 | 1,300 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $120,900 | 1,300 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $95,524 | 1,300 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $92,989 | 1,300 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $91,533 | 1,300 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $95,264 | 1,300 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $81,445 | 1,300 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $85,735 | 1,300 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $93,834 | 1,300 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $87,152 | 1,300 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $85,540 | 1,300 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||