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Disclosery

HM PAYSON & CO: IBTG position timeline

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

HM PAYSON & CO held 5,657,354 IBTG 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 5,657,354 shares
    Change vs previous 13F -250,869 shares

    1.72% of the 13F portfolio, value $129,496,852.

    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 5,908,223 shares
    Change vs previous 13F -650,692 shares

    1.95% of the 13F portfolio, value $135,386,933.

    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 6,558,915 shares
    Change vs previous 13F +1,045,183 shares

    2.12% of the 13F portfolio, value $150,035,188.

    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 5,513,732 shares
    Change vs previous 13F +459,168 shares

    1.82% of the 13F portfolio, value $126,540,148.

    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 5,054,564 shares
    Change vs previous 13F +340,735 shares

    1.84% of the 13F portfolio, value $115,901,147.

    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 4,713,829 shares
    Change vs previous 13F +701,673 shares

    1.9% of the 13F portfolio, value $108,135,235.

    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 4,012,156 shares
    Change vs previous 13F +525,995 shares

    1.55% of the 13F portfolio, value $91,517,280.

    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 3,486,161 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $80,408,299.

    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).