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Disclosery

S&CO INC: IBKR position timeline

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

S&CO INC held 60,130 IBKR 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 60,130 shares
    Change vs previous 13F -2,950 shares

    0.3% of the 13F portfolio, value $5,233,000.

    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 63,080 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $4,230,000.

    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 63,080 shares
    Change vs previous 13F +160 shares

    0.25% of the 13F portfolio, value $4,056,000.

    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 62,920 shares
    Change vs previous 13F -2,000 shares

    0.27% of the 13F portfolio, value $4,329,000.

    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 64,920 shares
    Change vs previous 13F +49,390 shares

    0.23% of the 13F portfolio, value $3,597,000.

    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 15,530 shares
    Change vs previous 13F -345 shares

    0.17% of the 13F portfolio, value $2,571,000.

    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 15,875 shares
    Change vs previous 13F +500 shares

    0.19% of the 13F portfolio, value $2,804,000.

    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 15,375 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,142,000.

    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).