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Disclosery

S&CO INC: AR position timeline

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

S&CO INC held 504,602 AR 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 504,602 shares
    Change vs previous 13F +16,998 shares

    1.02% of the 13F portfolio, value $17,731,000.

    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 487,604 shares
    Change vs previous 13F +8,205 shares

    1.28% of the 13F portfolio, value $20,693,000.

    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 479,399 shares
    Change vs previous 13F +15,001 shares

    1.03% of the 13F portfolio, value $16,520,000.

    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 464,398 shares
    Change vs previous 13F +168,685 shares

    0.95% of the 13F portfolio, value $15,585,000.

    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 295,713 shares
    Change vs previous 13F +1,925 shares

    0.76% of the 13F portfolio, value $11,911,000.

    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 293,788 shares
    Change vs previous 13F +10,205 shares

    0.8% of the 13F portfolio, value $11,880,000.

    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 283,583 shares
    Change vs previous 13F +5,355 shares

    0.67% of the 13F portfolio, value $9,939,000.

    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 278,228 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $7,971,000.

    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).