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Disclosery

HM PAYSON & CO: SPY position timeline

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

HM PAYSON & CO held 37,920 SPY 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 37,920 shares
    Change vs previous 13F -17,197 shares

    0.38% of the 13F portfolio, value $28,317,977.

    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 55,117 shares
    Change vs previous 13F +5,592 shares

    0.52% of the 13F portfolio, value $35,844,803.

    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 49,525 shares
    Change vs previous 13F -806 shares

    0.48% of the 13F portfolio, value $33,783,384.

    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 50,331 shares
    Change vs previous 13F -46 shares

    0.48% of the 13F portfolio, value $33,540,269.

    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 50,377 shares
    Change vs previous 13F -10,133 shares

    0.49% of the 13F portfolio, value $31,135,581.

    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 60,510 shares
    Change vs previous 13F -11 shares

    0.59% of the 13F portfolio, value $33,859,392.

    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 60,521 shares
    Change vs previous 13F -336 shares

    0.6% of the 13F portfolio, value $35,482,684.

    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 60,857 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $34,928,427.

    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).