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Disclosery

HM PAYSON & CO: IBTJ position timeline

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

HM PAYSON & CO held 961,074 IBTJ 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 961,074 shares
    Change vs previous 13F +189,532 shares

    0.28% of the 13F portfolio, value $20,807,243.

    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 771,542 shares
    Change vs previous 13F +366,858 shares

    0.24% of the 13F portfolio, value $16,852,793.

    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 404,684 shares
    Change vs previous 13F +397,769 shares

    0.13% of the 13F portfolio, value $8,880,790.

    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 6,915 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $151,819.

    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 6,915 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $151,577.

    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).