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Disclosery

HM PAYSON & CO: USHY position timeline

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

HM PAYSON & CO held 58,711 USHY 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 58,711 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,173,474.

    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 58,711 shares
    Change vs previous 13F +58,711 shares

    0.03% of the 13F portfolio, value $2,162,907.

    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 0 shares
    Change vs previous 13F -82 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 82 shares
    Change vs previous 13F +82 shares

    <0.01% of the 13F portfolio, value $3,098.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,067 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 1,067 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $39,255.

    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).