Skip to content
Disclosery

HM PAYSON & CO: LPLA position timeline

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

HM PAYSON & CO held 7,405 LPLA 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 7,405 shares
    Change vs previous 13F +25 shares

    0.03% of the 13F portfolio, value $2,085,842.

    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 7,380 shares
    Change vs previous 13F -175 shares

    0.03% of the 13F portfolio, value $2,220,126.

    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 7,555 shares
    Change vs previous 13F -100 shares

    0.04% of the 13F portfolio, value $2,698,420.

    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 7,655 shares
    Change vs previous 13F +94 shares

    0.04% of the 13F portfolio, value $2,546,742.

    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 7,561 shares
    Change vs previous 13F -74 shares

    0.04% of the 13F portfolio, value $2,835,149.

    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 7,635 shares
    Change vs previous 13F -177 shares

    0.04% of the 13F portfolio, value $2,497,715.

    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 7,812 shares
    Change vs previous 13F -689 shares

    0.04% of the 13F portfolio, value $2,550,697.

    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 8,501 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,977,589.

    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).