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Great Diamond Partners, LLC

SEC CIK
0001801112
Latest filing
Jul 17, 2026

SHEL holding history

Shell plc in every 13F filed by Great Diamond Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SHEL overviewAll 13F holders of SHELFull Q2 2026 holdings

Shares (Q2 2026)
15,842
Value
$1.23M
% of portfolio
0.2%
Quarters held
14
Since Q1 2023
Holdings of SHEL by Great Diamond Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,842$1.23M0.2%+1,159+7.9%AddedHolders
Q1 202614,683$1.37M0.3%+745+5.3%AddedHolders
Q4 202513,938$1.02M0.2%−327−2.3%ReducedHolders
Q3 202514,265$1.02M0.2%−229−1.6%ReducedHolders
Q2 202514,494$1.02M0.2%+3,806+35.6%AddedHolders
Q1 202510,688$783.2K0.2%+187+1.8%AddedHolders
Q4 202410,501$657.9K0.2%+273+2.7%AddedHolders
Q3 202410,228$674.5K0.2%−1,766−14.7%ReducedHolders
Q2 202411,994$865.7K0.2%+30+0.3%AddedHolders
Q1 202411,964$802.1K0.2%+248+2.1%AddedHolders
Q4 202311,716$770.9K0.2%+967+9.0%AddedHolders
Q3 202310,749$692.0K0.2%+464+4.5%AddedHolders
Q2 202310,285$621.0K0.2%+219+2.2%AddedHolders
Q1 202310,066$579.2K0.2%+10,066NewHolders