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Disclosery

S&CO INC: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of S&CO INC on ADP, newest first. How the timeline and the estimate are built.

S&CO INC held 201,978 ADP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,978 shares
    Change vs previous 13F 0 shares

    2.61% of the 13F portfolio, value $45,232,000.

    13F-HR 0001082461-26-000003 filed by S&CO INC
    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 201,978 shares
    Change vs previous 13F -765 shares

    2.55% of the 13F portfolio, value $41,037,000.

    13F-HR 0001082461-26-000002 filed by S&CO INC
    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 202,743 shares
    Change vs previous 13F -3,171 shares

    3.24% of the 13F portfolio, value $52,151,000.

    13F-HR 0001082461-26-000001 filed by S&CO INC
    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 205,914 shares
    Change vs previous 13F -2,301 shares

    3.7% of the 13F portfolio, value $60,435,000.

    13F-HR 0001082461-25-000005 filed by S&CO INC
    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 208,215 shares
    Change vs previous 13F +2,650 shares

    4.12% of the 13F portfolio, value $64,213,000.

    13F-HR 0001082461-25-000003 filed by S&CO INC
    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 205,565 shares
    Change vs previous 13F -275 shares

    4.22% of the 13F portfolio, value $62,806,000.

    13F-HR 0001082461-25-000002 filed by S&CO INC
    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 205,840 shares
    Change vs previous 13F 0 shares

    4.09% of the 13F portfolio, value $60,255,000.

    13F-HR 0001082461-25-000001 filed by S&CO INC
    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 205,840 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $56,962,000.

    13F-HR 0001082461-24-000005 filed by S&CO INC
    Filed (acceptance time not in the bulk data set), ingested

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