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MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd: SHEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd on SHEL, newest first. How the timeline and the estimate are built.

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd held 50,952 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,952 shares
    Change vs previous 13F +17,914 shares

    0.39% of the 13F portfolio, value $3,951,000.

    13F-HR 0001140361-26-029580 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    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 33,038 shares
    Change vs previous 13F -7,480 shares

    0.33% of the 13F portfolio, value $3,072,000.

    13F-HR 0001140361-26-021020 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    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 40,518 shares
    Change vs previous 13F -3,438 shares

    0.25% of the 13F portfolio, value $2,977,000.

    13F-HR 0001140361-26-002932 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    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 43,956 shares
    Change vs previous 13F -182 shares

    0.35% of the 13F portfolio, value $3,144,000.

    13F-HR 0001140361-25-042212 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    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 44,138 shares
    Change vs previous 13F -736 shares

    0.34% of the 13F portfolio, value $3,108,000.

    13F-HR 0001140361-25-027283 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    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 44,874 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,288,000.

    13F-HR 0001135428-25-000017 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    Filed (acceptance time not in the bulk data set), ingested

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