STEWART & PATTEN CO LLC: SPY position timeline

STEWART & PATTEN CO LLC held 694 SPY shares at 2024-03-31 per its 13F-HR filed 2024-04-18.

the latest 13F is the newest step

1. period ended2024-03-31

   13F 694 shares

   Change vs previous 13F +52 shares

   0.05% of the 13F portfolio, value $363,011.

   13F-HR 0000860580-24-000004 filed by STEWART & PATTEN CO LLC
   Filed 2024-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2023-12-31

   13F 642 shares

   Change vs previous 13F +131 shares

   0.05% of the 13F portfolio, value $305,149.

   13F-HR 0000860580-24-000002 filed by STEWART & PATTEN CO LLC
   Filed 2024-01-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2023-09-30

   13F 511 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $218,442.

   13F-HR 0000860580-23-000008 filed by STEWART & PATTEN CO LLC
   Filed 2023-10-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-06-30

   13F 511 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $226,516.

   13F-HR 0000860580-23-000006 filed by STEWART & PATTEN CO LLC
   Filed 2023-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-03-31

   13F 511 shares

   Change vs previous 13F +511 shares

   0.04% of the 13F portfolio, value $209,198.

   13F-HR 0000860580-23-000004 filed by STEWART & PATTEN CO LLC
   Filed 2023-04-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2022-12-31

   13F 0 shares

   Change vs previous 13F -950 shares

   13F-HR 0000860580-23-000002 filed by STEWART & PATTEN CO LLC
   Filed 2023-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

7. period ended2022-09-30

   13F 950 shares

   Change vs previous 13F +950 shares

   0.07% of the 13F portfolio, value $339,000.

   13F-HR 0000860580-22-000009 filed by STEWART & PATTEN CO LLC
   Filed 2022-10-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2022-06-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0000860580-22-000006 filed by STEWART & PATTEN CO LLC
   Filed 2022-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.