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Disclosery

HM PAYSON & CO: IVV position timeline

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

HM PAYSON & CO held 8,514 IVV 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 8,514 shares
    Change vs previous 13F -56 shares

    0.08% of the 13F portfolio, value $6,376,050.

    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 8,570 shares
    Change vs previous 13F +621 shares

    0.08% of the 13F portfolio, value $5,598,011.

    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 7,949 shares
    Change vs previous 13F +743 shares

    0.08% of the 13F portfolio, value $5,444,589.

    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 7,206 shares
    Change vs previous 13F +166 shares

    0.07% of the 13F portfolio, value $4,822,977.

    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 7,040 shares
    Change vs previous 13F +59 shares

    0.07% of the 13F portfolio, value $4,371,137.

    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 6,981 shares
    Change vs previous 13F -450 shares

    0.07% of the 13F portfolio, value $3,922,625.

    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 7,431 shares
    Change vs previous 13F +72 shares

    0.07% of the 13F portfolio, value $4,374,482.

    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 7,359 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,244,819.

    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).