Skip to content
Disclosery

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA: HASI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA on HASI, newest first. How the timeline and the estimate are built.

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA held 79,596 HASI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,596 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $3,108,229.

    13F-HR 0000932974-26-000008 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 79,596 shares
    Change vs previous 13F +7,975 shares

    0.03% of the 13F portfolio, value $3,097,877.

    13F-HR 0000932974-26-000003 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 71,621 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $2,462,334.

    13F-HR 0000932974-26-000001 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 71,621 shares
    Change vs previous 13F -188,806 shares

    0.02% of the 13F portfolio, value $2,017,567.

    13F-HR 0000932974-25-000013 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 260,427 shares
    Change vs previous 13F +7,965 shares

    0.06% of the 13F portfolio, value $6,995,084.

    13F-HR 0000932974-25-000012 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 252,462 shares
    Change vs previous 13F +4,723 shares

    0.06% of the 13F portfolio, value $6,147,459.

    13F-HR 0000932974-25-000004 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 247,739 shares
    Change vs previous 13F -1,666 shares

    0.06% of the 13F portfolio, value $6,909,441.

    13F-HR 0000932974-25-000001 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 249,405 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,499,729.

    13F-HR 0000932974-24-000006 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    Filed (acceptance time not in the bulk data set), ingested

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