STEWART & PATTEN CO LLC: VFIAX position timeline

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

STEWART & PATTEN CO LLC held 1,677 VFIAX shares at 2024-03-31 per its 13F-HR filed 2024-04-18.

the latest 13F is the newest step

period ended2024-03-31
13F 1,677 shares
Change vs previous 13F -20 shares
0.12% of the 13F portfolio, value $812,827.
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).
period ended2023-12-31
13F 1,697 shares
Change vs previous 13F +5 shares
0.12% of the 13F portfolio, value $746,833.
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).
period ended2023-09-30
13F 1,692 shares
Change vs previous 13F +1,692 shares
0.12% of the 13F portfolio, value $669,376.
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).
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.