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

ST GERMAIN D J CO INC held 9,104 SCHD 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 9,104 shares
    Change vs previous 13F -45 shares

    0.01% of the 13F portfolio, value $288,688.

    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 9,149 shares
    Change vs previous 13F -300 shares

    0.01% of the 13F portfolio, value $280,691.

    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 9,449 shares
    Change vs previous 13F -3,501 shares

    0.01% of the 13F portfolio, value $259,186.

    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 12,950 shares
    Change vs previous 13F +335 shares

    0.01% of the 13F portfolio, value $353,535.

    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 12,615 shares
    Change vs previous 13F -1,595 shares

    0.01% of the 13F portfolio, value $334,298.

    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 14,210 shares
    Change vs previous 13F -937 shares

    0.02% of the 13F portfolio, value $397,312.

    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 15,147 shares
    Change vs previous 13F +6,913 shares

    0.02% of the 13F portfolio, value $413,816.

    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 8,234 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $696,020.

    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).