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Disclosery

HM PAYSON & CO: SCHD position timeline

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

HM PAYSON & CO held 11,652 SCHD 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 11,652 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $369,484.

    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 11,643 shares
    Change vs previous 13F +4,742 shares

    0.01% of the 13F portfolio, value $357,196.

    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 6,901 shares
    Change vs previous 13F -963 shares

    <0.01% of the 13F portfolio, value $189,294.

    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 7,864 shares
    Change vs previous 13F -936 shares

    <0.01% of the 13F portfolio, value $214,684.

    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 8,800 shares
    Change vs previous 13F +25 shares

    <0.01% of the 13F portfolio, value $233,201.

    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 8,775 shares
    Change vs previous 13F -1,429 shares

    <0.01% of the 13F portfolio, value $245,349.

    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 10,204 shares
    Change vs previous 13F +6,137 shares

    <0.01% of the 13F portfolio, value $278,774.

    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 4,067 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $343,785.

    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).