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ST GERMAIN D J CO INC: IUSV position timeline

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

ST GERMAIN D J CO INC held 6,804 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,804 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $749,461.

    13F-HR 0000831571-26-000003 filed by ST GERMAIN D J 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 6,804 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $695,709.

    13F-HR 0000831571-26-000002 filed by ST GERMAIN D J 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 6,804 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $697,682.

    13F-HR 0000831571-26-000001 filed by ST GERMAIN D J 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 6,804 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $680,060.

    13F-HR 0000831571-25-000007 filed by ST GERMAIN D J 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 6,804 shares
    Change vs previous 13F +3,000 shares

    0.03% of the 13F portfolio, value $643,863.

    13F-HR 0000831571-25-000005 filed by ST GERMAIN D J 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 3,804 shares
    Change vs previous 13F -3,345 shares

    0.02% of the 13F portfolio, value $351,071.

    13F-HR 0000831571-25-000002 filed by ST GERMAIN D J 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 7,149 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $661,926.

    13F-HR 0000831571-25-000001 filed by ST GERMAIN D J 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 7,149 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $682,658.

    13F-HR 0000831571-24-000004 filed by ST GERMAIN D J CO INC
    Filed (acceptance time not in the bulk data set), ingested

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