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Disclosery

Lipe & Dalton: HSY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lipe & Dalton on HSY, newest first. How the timeline and the estimate are built.

Lipe & Dalton held 26,212 HSY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,212 shares
    Change vs previous 13F -444 shares

    2.14% of the 13F portfolio, value $4,599,000.

    13F-HR 0001570396-26-000006 filed by Lipe & Dalton
    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 26,656 shares
    Change vs previous 13F -4,367 shares

    2.9% of the 13F portfolio, value $5,542,000.

    13F-HR 0001570396-26-000005 filed by Lipe & Dalton
    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 31,023 shares
    Change vs previous 13F -670 shares

    2.79% of the 13F portfolio, value $5,646,000.

    13F-HR 0001570396-26-000003 filed by Lipe & Dalton
    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 31,693 shares
    Change vs previous 13F -296 shares

    2.94% of the 13F portfolio, value $5,928,000.

    13F-HR 0001570396-26-000004 filed by Lipe & Dalton
    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 31,989 shares
    Change vs previous 13F -231 shares

    2.87% of the 13F portfolio, value $5,309,000.

    13F-HR 0001570396-25-000003 filed by Lipe & Dalton
    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 32,220 shares
    Change vs previous 13F +25,653 shares

    3.08% of the 13F portfolio, value $5,511,000.

    13F-HR 0001570396-25-000002 filed by Lipe & Dalton
    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 6,567 shares
    Change vs previous 13F +2 shares

    0.59% of the 13F portfolio, value $1,112,000.

    13F-HR 0001570396-25-000001 filed by Lipe & Dalton
    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 6,565 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,259,000.

    13F-HR 0001570396-24-000004 filed by Lipe & Dalton
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).