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Disclosery

S&CO INC: V position timeline

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

S&CO INC held 41,890 V 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 41,890 shares
    Change vs previous 13F +4,337 shares

    0.83% of the 13F portfolio, value $14,372,000.

    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 37,553 shares
    Change vs previous 13F +6,055 shares

    0.7% of the 13F portfolio, value $11,350,000.

    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 31,498 shares
    Change vs previous 13F +8,163 shares

    0.69% of the 13F portfolio, value $11,046,000.

    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 23,335 shares
    Change vs previous 13F +2,709 shares

    0.49% of the 13F portfolio, value $7,966,000.

    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 20,626 shares
    Change vs previous 13F +4,590 shares

    0.47% of the 13F portfolio, value $7,323,000.

    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 16,036 shares
    Change vs previous 13F +201 shares

    0.38% of the 13F portfolio, value $5,619,000.

    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 15,835 shares
    Change vs previous 13F +175 shares

    0.34% of the 13F portfolio, value $5,004,000.

    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 15,660 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,305,000.

    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).