SEC 13F Intelligence

Alterna Wealth Management, Inc / R6C2

Alterna Wealth Management, Inc’s Shell PLC Position

Does Alterna Wealth Management, Inc own Shell PLC (R6C2)? Not currently — the last reported position was 66.1K shares worth $3M in Q4 2021; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$3M
Q4 2021
Shares
66.1K
% of Portfolio
+2.38%
Quarters Held
9
position exited

Position History R6C2

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ3 ’19Q4 ’19: $1MQ1 ’20: $947,000Q1 ’20Q2 ’20: $2MQ3 ’20: $2MQ3 ’20Q4 ’20: $2MQ4 ’21: $3MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202166.1K$3M+2.38%
Q4 202074.0K$2M+3.14%
Q3 202078.4K$2M+2.75%
Q2 202078.4K$2M+2.85%
Q1 202029.0K$947,000+1.37%
Q4 201924.8K$1M+1.65%
Q3 201926.5K$2M+1.88%
Q2 201930.5K$2M+2.41%
Q1 201931.8K$2M+1.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alterna Wealth Management, Inc’s full portfolio or all institutional holders of R6C2.