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Disclosery

HM PAYSON & CO: IVW position timeline

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

HM PAYSON & CO held 17,226 IVW 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 17,226 shares
    Change vs previous 13F -629 shares

    0.03% of the 13F portfolio, value $2,369,119.

    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 17,855 shares
    Change vs previous 13F +80 shares

    0.03% of the 13F portfolio, value $2,019,602.

    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 17,775 shares
    Change vs previous 13F -220 shares

    0.03% of the 13F portfolio, value $2,190,947.

    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 17,995 shares
    Change vs previous 13F -175 shares

    0.03% of the 13F portfolio, value $2,172,357.

    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 18,170 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,000,517.

    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 18,170 shares
    Change vs previous 13F +625 shares

    0.03% of the 13F portfolio, value $1,686,722.

    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 17,545 shares
    Change vs previous 13F -475 shares

    0.03% of the 13F portfolio, value $1,781,344.

    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 18,020 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,725,415.

    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).