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Disclosery

Cohen Klingenstein LLC: SHEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cohen Klingenstein LLC on SHEL, newest first. How the timeline and the estimate are built.

Cohen Klingenstein LLC held 126,578 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,578 shares
    Change vs previous 13F -30,520 shares

    0.28% of the 13F portfolio, value $9,814,858.

    13F-HR 0001453620-26-000012 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 157,098 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $14,610,114.

    13F-HR 0001453620-26-000010 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 157,098 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $11,543,561.

    13F-HR 0001453620-26-000003 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 157,098 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $11,237,220.

    13F-HR 0001453620-25-000014 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 157,098 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $11,061,270.

    13F-HR 0001453620-25-000008 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 157,098 shares
    Change vs previous 13F -1,000 shares

    0.42% of the 13F portfolio, value $11,512,141.

    13F-HR 0001453620-25-000006 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 158,098 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $9,904,840.

    13F-HR 0001453620-25-000004 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 158,098 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $10,426,563.

    13F-HR 0001453620-24-000013 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

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