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BRADLEY FOSTER & SARGENT INC/CT: D position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRADLEY FOSTER & SARGENT INC/CT on D, newest first. How the timeline and the estimate are built.

BRADLEY FOSTER & SARGENT INC/CT held 25,421 D shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,421 shares
    Change vs previous 13F -3,289 shares

    0.02% of the 13F portfolio, value $1,736,000.

    13F-HR 0001015086-26-000006 filed by BRADLEY FOSTER & SARGENT INC/CT
    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/A 28,710 shares
    Change vs previous 13F -800 shares

    0.03% of the 13F portfolio, value $1,774,874.

    13F-HR/A 0001015086-26-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 29,510 shares
    Change vs previous 13F -990 shares

    0.03% of the 13F portfolio, value $1,728,966.

    13F-HR 0001015086-26-000001 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 30,500 shares
    Change vs previous 13F -11,955 shares

    0.03% of the 13F portfolio, value $1,865,661.

    13F-HR 0001015086-25-000013 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 42,455 shares
    Change vs previous 13F -3,977 shares

    0.04% of the 13F portfolio, value $2,399,557.

    13F-HR 0001015086-25-000007 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 46,432 shares
    Change vs previous 13F -323 shares

    0.04% of the 13F portfolio, value $2,603,442.

    13F-HR 0001015086-25-000005 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 46,755 shares
    Change vs previous 13F -814 shares

    0.04% of the 13F portfolio, value $2,518,224.

    13F-HR 0001015086-25-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 47,569 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,749,013.

    13F-HR 0001015086-24-000011 filed by BRADLEY FOSTER & SARGENT INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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