BURKE & HERBERT BANK & TRUST CO: SHEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BURKE & HERBERT BANK & TRUST CO on SHEL, newest first. How the timeline and the estimate are built.

BURKE & HERBERT BANK & TRUST CO held 6,142 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 6,142 shares
Change vs previous 13F -25 shares
0.12% of the 13F portfolio, value $476,251.
13F-HR 0001140361-26-031854 filed by BURKE & HERBERT BANK & TRUST CO
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,167 shares
Change vs previous 13F -235 shares
0.16% of the 13F portfolio, value $573,531.
13F-HR 0001140361-26-019959 filed by BURKE & HERBERT BANK & TRUST CO
Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,402 shares
Change vs previous 13F -488 shares
0.13% of the 13F portfolio, value $470,419.
13F-HR 0001140361-26-004977 filed by BURKE & HERBERT BANK & TRUST CO
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 6,890 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $492,841.
13F-HR 0001140361-25-041093 filed by BURKE & HERBERT BANK & TRUST CO
Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 6,890 shares
Change vs previous 13F -20 shares
0.11% of the 13F portfolio, value $485,124.
13F-HR 0001140361-25-028171 filed by BURKE & HERBERT BANK & TRUST CO
Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 6,910 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $506,364.
13F-HR 0001140361-25-016235 filed by BURKE & HERBERT BANK & TRUST CO
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 6,910 shares
Change vs previous 13F 0 shares
0.1% of the 13F portfolio, value $432,911.
13F-HR 0001140361-25-002668 filed by BURKE & HERBERT BANK & TRUST CO
Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 6,910 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $455,714.
13F-HR 0001140361-24-044014 filed by BURKE & HERBERT BANK & TRUST CO
Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).