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Disclosery

S&CO INC: APD position timeline

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

S&CO INC held 94,594 APD 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 94,594 shares
    Change vs previous 13F +166 shares

    1.6% of the 13F portfolio, value $27,733,000.

    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 94,428 shares
    Change vs previous 13F +361 shares

    1.7% of the 13F portfolio, value $27,430,000.

    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 94,067 shares
    Change vs previous 13F -730 shares

    1.44% of the 13F portfolio, value $23,236,000.

    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 94,797 shares
    Change vs previous 13F -85 shares

    1.58% of the 13F portfolio, value $25,853,000.

    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 94,882 shares
    Change vs previous 13F -340 shares

    1.72% of the 13F portfolio, value $26,762,000.

    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 95,222 shares
    Change vs previous 13F +212 shares

    1.88% of the 13F portfolio, value $28,082,000.

    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 95,010 shares
    Change vs previous 13F +125 shares

    1.87% of the 13F portfolio, value $27,556,000.

    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 94,885 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $28,251,000.

    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).