IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Shelton Wealth Management, LLCGrowthConcentrated trader

CIK: 0001903883 | FORT WORTH, TX

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR141$254.4M2026-10-16SEC ↗
Q2 2026
13F-HR144$254.9M2026-07-13SEC ↗
Q1 2026
13F-HR137$228.6M2026-04-28SEC ↗
Q4 2025
13F-HR165$233.3M2026-01-26SEC ↗
Q3 2025
13F-HR152$220.9M2025-10-09SEC ↗
Q2 2025
13F-HR146$207.6M2025-07-11SEC ↗
Q1 2025
13F-HR135$183.9M2025-04-21SEC ↗
Q4 2024
13F-HR142$193.4M2025-01-15SEC ↗
Q3 2024
13F-HR125$184.1M2024-10-21SEC ↗
Q2 2024
13F-HR136$176.4M2024-07-23SEC ↗
Q1 2024
13F-HR114$159.0M2024-05-14SEC ↗
Q4 2023
13F-HR104$140.9M2024-02-14SEC ↗
Q3 2023
13F-HR64$125.0M2023-11-01SEC ↗
Q2 2023
13F-HR69$129.0M2023-08-01SEC ↗
Q1 2023
13F-HR66$123.3M2023-05-08SEC ↗
Q4 2022
13F-HR64$126.6M2023-02-10SEC ↗
Q3 2022
13F-HR61$2.8M2022-11-09SEC ↗
Q2 2022
13F-HR62$2.2M2022-07-28SEC ↗
Q1 2022
13F-HR68$1.9M2022-05-10SEC ↗
Q4 2021
13F-HR71$1.7M2022-01-26SEC ↗