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LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA: WSO 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 WSO, newest first. How the timeline and the estimate are built.

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA held 23,467 WSO 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 23,467 shares
    Change vs previous 13F -5,949 shares

    0.09% of the 13F portfolio, value $9,779,406.

    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 29,416 shares
    Change vs previous 13F -1,710 shares

    0.12% of the 13F portfolio, value $12,033,795.

    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 31,126 shares
    Change vs previous 13F -2,443 shares

    0.11% of the 13F portfolio, value $12,009,657.

    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 33,569 shares
    Change vs previous 13F -118 shares

    0.11% of the 13F portfolio, value $12,053,957.

    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 33,687 shares
    Change vs previous 13F -110 shares

    0.13% of the 13F portfolio, value $14,876,861.

    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 33,797 shares
    Change vs previous 13F -790 shares

    0.15% of the 13F portfolio, value $15,086,979.

    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 34,587 shares
    Change vs previous 13F -126 shares

    0.15% of the 13F portfolio, value $16,932,072.

    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 34,713 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $16,601,849.

    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).