Skip to content
Disclosery

Fiduciary Trust Co: SHEL position timeline

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

Fiduciary Trust Co held 57,632 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,632 shares
    Change vs previous 13F -2,052 shares

    0.05% of the 13F portfolio, value $4,468,762.

    13F-HR 0001140361-26-032703 filed by Fiduciary 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 59,684 shares
    Change vs previous 13F +119 shares

    0.07% of the 13F portfolio, value $5,550,585.

    13F-HR 0001140361-26-021427 filed by Fiduciary 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 59,565 shares
    Change vs previous 13F -4,094 shares

    0.05% of the 13F portfolio, value $4,376,806.

    13F-HR 0001140361-26-005347 filed by Fiduciary 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 63,659 shares
    Change vs previous 13F -1,963 shares

    0.05% of the 13F portfolio, value $4,553,497.

    13F-HR 0001140361-25-042195 filed by Fiduciary 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 65,622 shares
    Change vs previous 13F -3,002 shares

    0.06% of the 13F portfolio, value $4,620,414.

    13F-HR 0001140361-25-030927 filed by Fiduciary 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 68,624 shares
    Change vs previous 13F +3,708 shares

    0.07% of the 13F portfolio, value $5,028,797.

    13F-HR 0001140361-25-019049 filed by Fiduciary 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 64,916 shares
    Change vs previous 13F -1,844 shares

    0.05% of the 13F portfolio, value $4,066,987.

    13F-HR 0001140361-25-004621 filed by Fiduciary 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 66,760 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,402,822.

    13F-HR 0001140361-24-046718 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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