STEWART & PATTEN CO LLC: VTSAX position timeline

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

STEWART & PATTEN CO LLC held 14,001 VTSAX 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 14,001 shares
Change vs previous 13F 0 shares
0.26% of the 13F portfolio, value $1,772,499.
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 14,001 shares
Change vs previous 13F 0 shares
0.25% of the 13F portfolio, value $1,623,671.
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 14,001 shares
Change vs previous 13F 0 shares
0.25% of the 13F portfolio, value $1,447,821.
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 ended2023-06-30
13F 14,001 shares
Change vs previous 13F +324 shares
0.25% of the 13F portfolio, value $1,502,564.
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).
period ended2023-03-31
13F 13,677 shares
Change vs previous 13F 0 shares
0.23% of the 13F portfolio, value $1,359,115.
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).
period ended2022-12-31
13F 13,677 shares
Change vs previous 13F 0 shares
0.22% of the 13F portfolio, value $1,273,359.
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).
period ended2022-09-30
13F 13,677 shares
Change vs previous 13F 0 shares
0.23% of the 13F portfolio, value $1,194,000.
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).
period ended2022-06-30
13F 13,677 shares
Change vs previous 13F not available
0.23% of the 13F portfolio, value $1,255,000.
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).