Current Market Value 5,698,083,201
Current Holdings 1035
Most Recent File Date 2025-04-29
Total Filings on Record 48
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Hm Payson & Co . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-04-29 2025-03-31 13F-HR 1035 5,698,083
2025-02-07 2024-12-31 13F-HR 1033 5,895,012
2024-10-28 2024-09-30 13F-HR 1118 5,831,357
2024-08-13 2024-06-30 13F-HR 994 5,504,522
2024-06-20 2024-03-31 13F-HR 960 10,290,466
2024-02-13 2023-12-31 13F-HR 962 4,828,790
2023-11-06 2023-09-30 13F-HR 1000 4,265,892
2023-07-17 2023-06-30 13F-HR 994 8,480,839
2023-04-18 2023-03-31 13F-HR 1022 4,169,790
2023-02-06 2022-12-31 13F-HR 932 4,015,367
2022-10-25 2022-09-30 13F-HR 1003 3,642,390
2022-08-15 2022-06-30 13F-HR 1097 3,900,717
2022-05-12 2022-03-31 13F-HR 1075 4,394,549
2022-02-15 2021-12-31 13F-HR 1095 4,600,231
2021-11-30 2021-09-30 13F-HR 1111 4,107,792
2021-08-17 2021-06-30 13F-HR 1116 4,102,292
2021-06-15 2021-03-31 13F-HR 1143 3,756,610
2021-03-10 2020-12-31 13F-HR 1093 3,618,309
2020-12-21 2020-09-30 13F-HR 1049 3,247,033
2020-08-13 2020-06-30 13F-HR 879 2,981,949
2020-07-01 2020-03-31 13F-HR 920 2,545,210
2020-02-18 2019-12-31 13F-HR 937 3,113,301
2019-11-12 2019-09-30 13F-HR 952 2,839,030
2019-08-15 2019-06-30 13F-HR 956 2,788,249
2019-07-31 2019-03-31 13F-HR 239 2,616,259
2019-02-15 2018-12-31 13F-HR 151 3,410,300
2018-11-30 2018-09-30 13F-HR 323 2,233,852
2018-08-27 2018-06-30 13F-HR 344 2,340,155
2018-05-14 2018-03-31 13F-HR 335 2,423,743
2018-02-16 2017-12-31 13F-HR 351 2,487,960
2017-11-06 2017-09-30 13F-HR 331 2,325,285
2017-08-04 2017-06-30 13F-HR 342 2,218,665
2017-05-25 2017-03-31 13F-HR 337 2,192,844
2017-02-15 2016-12-31 13F-HR 332 2,099,141
2016-11-14 2016-09-30 13F-HR 324 2,049,878
2016-08-08 2016-06-30 13F-HR 324 2,003,096
2016-05-19 2016-03-31 13F-HR 334 1,923,521
2016-02-23 2015-12-31 13F-HR 314 1,945,335
2015-11-02 2015-09-30 13F-HR 299 1,845,141
2015-08-11 2015-06-30 13F-HR 296 2,009,578
2015-05-06 2015-03-31 13F-HR 298 2,000,968
2015-02-10 2014-12-31 13F-HR 304 2,020,004
2014-11-12 2014-09-30 13F-HR 304 1,951,680
2014-08-13 2014-06-30 13F-HR 289 1,946,446
2014-05-07 2014-03-31 13F-HR 283 1,889,453
2014-02-10 2013-12-31 13F-HR 280 1,866,726
2013-11-13 2013-09-30 13F-HR 283 1,724,642
2013-08-13 2013-06-30 13F-HR 277 1,666,014