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Disclosery

Bard Financial Services, Inc.: SHEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bard Financial Services, Inc. on SHEL, newest first. How the timeline and the estimate are built.

Bard Financial Services, Inc. held 65,100 SHEL shares at 2025-09-30 per its 13F-HR filed 2025-10-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 65,100 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $4,656,603.

    13F-HR 0001850858-25-000006 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 65,100 shares
    Change vs previous 13F -1,000 shares

    0.55% of the 13F portfolio, value $4,583,691.

    13F-HR 0001850858-25-000004 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 66,100 shares
    Change vs previous 13F +500 shares

    0.59% of the 13F portfolio, value $4,843,808.

    13F-HR 0001850858-25-000003 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 65,600 shares
    Change vs previous 13F -1,675 shares

    0.49% of the 13F portfolio, value $4,109,840.

    13F-HR 0001850858-25-000001 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F/A 67,275 shares
    Change vs previous 13F -3,375 shares

    0.52% of the 13F portfolio, value $4,436,786.

    13F-HR/A 0001850858-24-000006 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 70,650 shares
    Change vs previous 13F +125 shares

    0.53% of the 13F portfolio, value $5,099,517.

    13F-HR 0001850858-24-000003 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 70,525 shares
    Change vs previous 13F +1,875 shares

    0.5% of the 13F portfolio, value $4,727,996.

    13F-HR 0001850858-24-000002 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 68,650 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $4,517,170.

    13F-HR 0001850858-24-000001 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).