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FORBES J M & CO LLP: DNA position timeline

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

FORBES J M & CO LLP held 999,911 DNA 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 999,911 shares
    Change vs previous 13F -28,480 shares

    0.78% of the 13F portfolio, value $9,909,118.

    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 1,028,391 shares
    Change vs previous 13F -12,050 shares

    0.53% of the 13F portfolio, value $6,304,037.

    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 1,040,441 shares
    Change vs previous 13F -19,900 shares

    0.7% of the 13F portfolio, value $8,646,065.

    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 1,060,341 shares
    Change vs previous 13F -16,900 shares

    1.28% of the 13F portfolio, value $15,459,772.

    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 1,077,241 shares
    Change vs previous 13F -17,323 shares

    1.11% of the 13F portfolio, value $12,118,961.

    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 1,094,564 shares
    Change vs previous 13F +392,832 shares

    0.6% of the 13F portfolio, value $6,239,015.

    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 701,732 shares
    Change vs previous 13F +576,732 shares

    0.66% of the 13F portfolio, value $6,891,008.

    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 125,000 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,018,750.

    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).