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Disclosery

HM PAYSON & CO: SUSA position timeline

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

HM PAYSON & CO held 128,070 SUSA 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 128,070 shares
    Change vs previous 13F -36,625 shares

    0.26% of the 13F portfolio, value $19,761,256.

    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 164,695 shares
    Change vs previous 13F -12,877 shares

    0.31% of the 13F portfolio, value $21,756,208.

    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 177,572 shares
    Change vs previous 13F +15,586 shares

    0.35% of the 13F portfolio, value $24,743,718.

    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 161,986 shares
    Change vs previous 13F +3,229 shares

    0.32% of the 13F portfolio, value $21,973,352.

    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 158,757 shares
    Change vs previous 13F +69,466 shares

    0.32% of the 13F portfolio, value $20,122,395.

    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 89,291 shares
    Change vs previous 13F +1,182 shares

    0.18% of the 13F portfolio, value $10,256,904.

    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 88,109 shares
    Change vs previous 13F +5,718 shares

    0.18% of the 13F portfolio, value $10,713,185.

    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 82,391 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $9,917,444.

    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).