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Disclosery

S&CO INC: VWO position timeline

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

S&CO INC held 132,538 VWO 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 132,538 shares
    Change vs previous 13F +890 shares

    0.46% of the 13F portfolio, value $7,911,000.

    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 131,648 shares
    Change vs previous 13F +14,705 shares

    0.44% of the 13F portfolio, value $7,115,000.

    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 116,943 shares
    Change vs previous 13F +835 shares

    0.39% of the 13F portfolio, value $6,286,000.

    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 116,108 shares
    Change vs previous 13F +4,136 shares

    0.39% of the 13F portfolio, value $6,290,000.

    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 111,972 shares
    Change vs previous 13F +599 shares

    0.36% of the 13F portfolio, value $5,538,000.

    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 111,373 shares
    Change vs previous 13F +402 shares

    0.34% of the 13F portfolio, value $5,040,000.

    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 110,971 shares
    Change vs previous 13F +4,350 shares

    0.33% of the 13F portfolio, value $4,887,000.

    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 106,621 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $5,101,000.

    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).