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Disclosery

Great Diamond Partners, LLC: SHEL position timeline

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

Great Diamond Partners, LLC held 16,701 SHEL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,701 shares
    Change vs previous 13F +859 shares

    0.27% of the 13F portfolio, value $1,587,451.

    13F-HR 0001172661-26-004501 filed by Great Diamond Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,842 shares
    Change vs previous 13F +1,159 shares

    0.21% of the 13F portfolio, value $1,228,440.

    13F-HR 0001172661-26-002658 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,683 shares
    Change vs previous 13F +745 shares

    0.26% of the 13F portfolio, value $1,365,519.

    13F-HR 0001172661-26-001739 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,938 shares
    Change vs previous 13F -327 shares

    0.2% of the 13F portfolio, value $1,024,164.

    13F-HR 0001172661-26-000514 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 14,265 shares
    Change vs previous 13F -229 shares

    0.2% of the 13F portfolio, value $1,020,375.

    13F-HR 0001172661-25-004336 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,494 shares
    Change vs previous 13F +3,806 shares

    0.22% of the 13F portfolio, value $1,020,523.

    13F-HR 0001172661-25-003158 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,688 shares
    Change vs previous 13F +187 shares

    0.21% of the 13F portfolio, value $783,217.

    13F-HR 0001172661-25-001768 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,501 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $657,888.

    13F-HR 0001172661-25-000333 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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