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EQUITABLE TRUST CO: SHEL position timeline

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

EQUITABLE TRUST CO held 8,571 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,571 shares
    Change vs previous 13F -2,489 shares

    0.03% of the 13F portfolio, value $664,595.

    13F-HR 0000033250-26-000003 filed by EQUITABLE TRUST CO
    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 11,060 shares
    Change vs previous 13F -2,067 shares

    0.05% of the 13F portfolio, value $1,028,580.

    13F-HR 0000033250-26-000002 filed by EQUITABLE TRUST CO
    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 13,127 shares
    Change vs previous 13F +107 shares

    0.04% of the 13F portfolio, value $964,571.

    13F-HR 0000033250-26-000001 filed by EQUITABLE TRUST CO
    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 13,020 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $931,321.

    13F-HR 0000033250-25-000005 filed by EQUITABLE TRUST CO
    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 13,020 shares
    Change vs previous 13F -1,404 shares

    0.05% of the 13F portfolio, value $916,738.

    13F-HR 0000033250-25-000003 filed by EQUITABLE TRUST CO
    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 14,424 shares
    Change vs previous 13F -1,546 shares

    0.06% of the 13F portfolio, value $1,056,991.

    13F-HR 0000033250-25-000002 filed by EQUITABLE TRUST CO
    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 15,970 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,000,520.

    13F-HR 0000033250-25-000001 filed by EQUITABLE TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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