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Disclosery

Haverford Trust Co: SHEL position timeline

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

Haverford Trust Co held 9,710 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,710 shares
    Change vs previous 13F -468 shares

    0.01% of the 13F portfolio, value $752,913.

    13F-HR 0001104659-26-095022 filed by Haverford 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 10,178 shares
    Change vs previous 13F -1,091 shares

    0.01% of the 13F portfolio, value $946,554.

    13F-HR 0001104659-26-058513 filed by Haverford 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 11,269 shares
    Change vs previous 13F -146 shares

    0.01% of the 13F portfolio, value $828,046.

    13F-HR 0001104659-26-014822 filed by Haverford 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 11,415 shares
    Change vs previous 13F -110 shares

    0.01% of the 13F portfolio, value $816,515.

    13F-HR 0001104659-25-112200 filed by Haverford 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 11,525 shares
    Change vs previous 13F -2,717 shares

    0.01% of the 13F portfolio, value $811,475.

    13F-HR 0001104659-25-077549 filed by Haverford 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 14,242 shares
    Change vs previous 13F -1,102 shares

    0.01% of the 13F portfolio, value $1,043,654.

    13F-HR 0001104659-25-048427 filed by Haverford 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 15,344 shares
    Change vs previous 13F -11,800 shares

    0.01% of the 13F portfolio, value $961,302.

    13F-HR 0001104659-25-011475 filed by Haverford Trust Co
    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 27,144 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,790,147.

    13F-HR 0001104659-24-114296 filed by Haverford Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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