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Disclosery

Passumpsic Savings Bank: PH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Passumpsic Savings Bank on PH, newest first. How the timeline and the estimate are built.

Passumpsic Savings Bank held 3,833 PH shares at 2025-12-31 per its 13F-HR filed 2026-02-05.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 3,833 shares
    Change vs previous 13F -731 shares

    1.84% of the 13F portfolio, value $3,369,054.

    13F-HR 0002023170-26-000001 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 4,564 shares
    Change vs previous 13F -229 shares

    1.81% of the 13F portfolio, value $2,902,841.

    13F-HR 0002023170-25-000001 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 4,793 shares
    Change vs previous 13F -163 shares

    1.99% of the 13F portfolio, value $3,028,313.

    13F-HR 0002023170-24-000005 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 4,956 shares
    Change vs previous 13F -180 shares

    1.8% of the 13F portfolio, value $2,506,794.

    13F-HR 0002023170-24-000003 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 5,136 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $2,854,537.

    13F-HR 0002023170-24-000002 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

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