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Disclosery

HM PAYSON & CO: SCHW position timeline

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

HM PAYSON & CO held 18,394 SCHW 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 18,394 shares
    Change vs previous 13F +1,150 shares

    0.02% of the 13F portfolio, value $1,697,214.

    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 17,244 shares
    Change vs previous 13F -98 shares

    0.02% of the 13F portfolio, value $1,620,591.

    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 17,342 shares
    Change vs previous 13F +106 shares

    0.02% of the 13F portfolio, value $1,732,639.

    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 17,236 shares
    Change vs previous 13F -538 shares

    0.02% of the 13F portfolio, value $1,645,521.

    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 17,774 shares
    Change vs previous 13F -1,497 shares

    0.03% of the 13F portfolio, value $1,621,699.

    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 19,271 shares
    Change vs previous 13F +130 shares

    0.03% of the 13F portfolio, value $1,508,534.

    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 19,141 shares
    Change vs previous 13F -1,934 shares

    0.02% of the 13F portfolio, value $1,416,626.

    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 21,075 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,365,871.

    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).