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Shell Adr Each Rep 2 Ord Wi shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of Shell Adr Each Rep 2 Ord Wi (SHEL) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in Shell Adr Each Rep 2 Ord Wi

Tip: Access up to 7 years of quarterly data

All positions including Shell Adr Each Rep 2 Ord Wi held by Twin Peaks Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shell Adr Each Rep 2 Ord Wi by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $175k 1.9k 93.00
2025-06-30 $67k 928 72.26

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Apple Stock (AAPL)
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Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
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First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
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First Trust Enhanced Short Maturity Etf Etf (FTSM)
Amazon Stock (AMZN)
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View all positions for Twin Peaks Wealth Advisors

Top funds holding Shell Adr Each Rep 2 Ord Wi

FMR
Fisher Investments
Dimensional Fund Advisors
Morgan Stanley
Bank of America Corporation
Franklin Resources
Mawer Investment Management
Wellington Management Company
Hotchkis and Wiley Capital Management
Citadel Advisors
Goldman Sachs Group
BlackRock
Eagle Capital Management
Wgi Dm
Orbis Allan Gray

View all funds holding Shell Adr Each Rep 2 Ord Wi