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FORBES J M & CO LLP: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on ADP, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 9,533 ADP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,533 shares
    Change vs previous 13F -113 shares

    0.17% of the 13F portfolio, value $2,134,915.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 9,646 shares
    Change vs previous 13F +199 shares

    0.17% of the 13F portfolio, value $1,959,874.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 9,447 shares
    Change vs previous 13F +119 shares

    0.2% of the 13F portfolio, value $2,430,052.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 9,328 shares
    Change vs previous 13F -445 shares

    0.23% of the 13F portfolio, value $2,737,768.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 9,773 shares
    Change vs previous 13F -323 shares

    0.28% of the 13F portfolio, value $3,013,993.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 10,096 shares
    Change vs previous 13F -27 shares

    0.3% of the 13F portfolio, value $3,084,631.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 10,123 shares
    Change vs previous 13F -1 shares

    0.29% of the 13F portfolio, value $2,963,306.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 10,124 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,801,615.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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