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ST GERMAIN D J CO INC: IYZ 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 IYZ, newest first. How the timeline and the estimate are built.

ST GERMAIN D J CO INC held 42,025 IYZ 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 42,025 shares
    Change vs previous 13F -1,595 shares

    0.06% of the 13F portfolio, value $1,778,078.

    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 43,620 shares
    Change vs previous 13F -306 shares

    0.07% of the 13F portfolio, value $1,715,138.

    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 43,926 shares
    Change vs previous 13F +30,430 shares

    0.06% of the 13F portfolio, value $1,489,091.

    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 13,496 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $435,381.

    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 13,496 shares
    Change vs previous 13F -688 shares

    0.02% of the 13F portfolio, value $401,911.

    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 14,184 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $388,500.

    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 14,184 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $380,557.

    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).