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Disclosery

HM PAYSON & CO: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HM PAYSON & CO on CRM, newest first. How the timeline and the estimate are built.

HM PAYSON & CO held 65,336 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,336 shares
    Change vs previous 13F -36,705 shares

    0.14% of the 13F portfolio, value $10,236,423.

    13F-HR 0000928052-26-000003 filed by HM PAYSON & 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 102,041 shares
    Change vs previous 13F +97,036 shares

    0.27% of the 13F portfolio, value $19,047,916.

    13F-HR 0000928052-26-000002 filed by HM PAYSON & 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 5,005 shares
    Change vs previous 13F +156 shares

    0.02% of the 13F portfolio, value $1,325,875.

    13F-HR 0000928052-26-000001 filed by HM PAYSON & 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 4,849 shares
    Change vs previous 13F -1,081 shares

    0.02% of the 13F portfolio, value $1,149,213.

    13F-HR 0000928052-25-000004 filed by HM PAYSON & 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 5,930 shares
    Change vs previous 13F +1,137 shares

    0.03% of the 13F portfolio, value $1,617,053.

    13F-HR 0000928052-25-000005 filed by HM PAYSON & 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 4,793 shares
    Change vs previous 13F +155 shares

    0.02% of the 13F portfolio, value $1,286,250.

    13F-HR 0000928052-25-000002 filed by HM PAYSON & 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 4,638 shares
    Change vs previous 13F +526 shares

    0.03% of the 13F portfolio, value $1,550,623.

    13F-HR 0000928052-25-000001 filed by HM PAYSON & 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 4,112 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,125,496.

    13F-HR 0000928052-24-000004 filed by HM PAYSON & CO
    Filed (acceptance time not in the bulk data set), ingested

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