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Disclosery

HM PAYSON & CO: IBDU position timeline

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

HM PAYSON & CO held 3,142,337 IBDU 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 3,142,337 shares
    Change vs previous 13F +314,936 shares

    0.96% of the 13F portfolio, value $72,776,540.

    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 2,827,401 shares
    Change vs previous 13F +665,136 shares

    0.95% of the 13F portfolio, value $65,765,348.

    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 2,162,265 shares
    Change vs previous 13F +2,040,616 shares

    0.71% of the 13F portfolio, value $50,607,819.

    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 121,649 shares
    Change vs previous 13F +109,830 shares

    0.04% of the 13F portfolio, value $2,855,109.

    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 11,819 shares
    Change vs previous 13F -831 shares

    <0.01% of the 13F portfolio, value $275,738.

    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 12,650 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $292,595.

    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 12,650 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $288,420.

    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 12,650 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $297,402.

    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).