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Disclosery

Rossmore Private Capital: CFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rossmore Private Capital on CFA, newest first. How the timeline and the estimate are built.

Rossmore Private Capital held 12,295 CFA shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,295 shares
    Change vs previous 13F -550 shares

    0.1% of the 13F portfolio, value $1,214,740.

    13F-HR 0001398344-26-013208 filed by Rossmore Private Capital
    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 12,845 shares
    Change vs previous 13F -3,850 shares

    0.1% of the 13F portfolio, value $1,175,049.

    13F-HR 0001398344-26-008115 filed by Rossmore Private Capital
    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 16,695 shares
    Change vs previous 13F -180 shares

    0.14% of the 13F portfolio, value $1,519,404.

    13F-HR 0001398344-26-002304 filed by Rossmore Private Capital
    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 16,875 shares
    Change vs previous 13F -975 shares

    0.17% of the 13F portfolio, value $1,535,294.

    13F-HR 0001398344-25-020058 filed by Rossmore Private Capital
    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 17,850 shares
    Change vs previous 13F -2,400 shares

    0.18% of the 13F portfolio, value $1,570,086.

    13F-HR 0001062993-25-013790 filed by Rossmore Private Capital
    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 20,250 shares
    Change vs previous 13F -1,100 shares

    0.21% of the 13F portfolio, value $1,709,904.

    13F-HR 0001062993-25-009136 filed by Rossmore Private Capital
    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 21,350 shares
    Change vs previous 13F -350 shares

    0.22% of the 13F portfolio, value $1,812,828.

    13F-HR 0001062993-25-002262 filed by Rossmore Private Capital
    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 21,700 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,869,373.

    13F-HR 0001062993-24-018306 filed by Rossmore Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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