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Disclosery

S&CO INC: IWD position timeline

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

S&CO INC held 5,050 IWD 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 5,050 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,224,000.

    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 5,050 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,079,000.

    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 5,050 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,062,000.

    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 5,050 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,028,000.

    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 5,050 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $980,000.

    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 5,050 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $950,000.

    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 5,050 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $934,000.

    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 5,050 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $958,000.

    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).