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Disclosery

S&CO INC: FWONA position timeline

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

S&CO INC held 64,254 FWONA 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 64,254 shares
    Change vs previous 13F -2,340 shares

    0.32% of the 13F portfolio, value $5,624,000.

    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 66,594 shares
    Change vs previous 13F -645 shares

    0.32% of the 13F portfolio, value $5,199,000.

    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 67,239 shares
    Change vs previous 13F -178 shares

    0.37% of the 13F portfolio, value $6,009,000.

    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 67,417 shares
    Change vs previous 13F -530 shares

    0.39% of the 13F portfolio, value $6,419,000.

    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 67,947 shares
    Change vs previous 13F +393 shares

    0.41% of the 13F portfolio, value $6,452,000.

    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 67,554 shares
    Change vs previous 13F +660 shares

    0.37% of the 13F portfolio, value $5,503,000.

    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 66,894 shares
    Change vs previous 13F +30 shares

    0.38% of the 13F portfolio, value $5,621,000.

    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 66,864 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,782,000.

    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).