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Boston Trust Walden Corp: SAMG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boston Trust Walden Corp on SAMG, newest first. How the timeline and the estimate are built.

Boston Trust Walden Corp held 48,861 SAMG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,861 shares
    Change vs previous 13F -194,061 shares

    <0.01% of the 13F portfolio, value $493,980.

    13F-HR 0001386060-26-000035 filed by Boston Partners
    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 242,922 shares
    Change vs previous 13F +10,612 shares

    <0.01% of the 13F portfolio, value $3,264,870.

    13F-HR 0001386060-26-000017 filed by Boston Partners
    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 232,310 shares
    Change vs previous 13F +19,753 shares

    <0.01% of the 13F portfolio, value $3,528,790.

    13F-HR 0001386060-26-000014 filed by Boston Partners
    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 212,557 shares
    Change vs previous 13F +11,457 shares

    <0.01% of the 13F portfolio, value $3,347,770.

    13F-HR 0001386060-25-000020 filed by Boston Partners
    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/A 201,100 shares
    Change vs previous 13F -2,359 shares

    <0.01% of the 13F portfolio, value $3,189,450.

    13F-HR/A 0001085146-25-004915 filed by Boston Partners
    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 203,459 shares
    Change vs previous 13F -4,613 shares

    <0.01% of the 13F portfolio, value $3,328,590.

    13F-HR 0001085146-25-002987 filed by Boston Partners
    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 208,072 shares
    Change vs previous 13F -4,314 shares

    <0.01% of the 13F portfolio, value $3,826,440.

    13F-HR 0001085146-25-000961 filed by Boston Partners
    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 212,386 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,661,530.

    13F-HR 0001085146-24-005518 filed by Boston Partners
    Filed (acceptance time not in the bulk data set), ingested

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