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Disclosery

HM PAYSON & CO: PEP position timeline

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

HM PAYSON & CO held 105,203 PEP 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 105,203 shares
    Change vs previous 13F -5,002 shares

    0.19% of the 13F portfolio, value $14,244,595.

    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 110,205 shares
    Change vs previous 13F -1,391 shares

    0.25% of the 13F portfolio, value $17,113,833.

    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 111,596 shares
    Change vs previous 13F -900 shares

    0.23% of the 13F portfolio, value $16,016,309.

    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 112,496 shares
    Change vs previous 13F +4,762 shares

    0.23% of the 13F portfolio, value $15,798,880.

    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 107,734 shares
    Change vs previous 13F -6,016 shares

    0.23% of the 13F portfolio, value $14,225,195.

    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 113,750 shares
    Change vs previous 13F -5,261 shares

    0.3% of the 13F portfolio, value $17,055,707.

    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 119,011 shares
    Change vs previous 13F +599 shares

    0.31% of the 13F portfolio, value $18,096,766.

    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 118,412 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $20,135,908.

    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).