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Livermore
Livermore
ZHEN

HM Payson & Co

SEC CIK
0000928052
Latest filing
Jul 17, 2026

BR holding history

Broadridge Financial Solutions, Inc. in every 13F filed by HM Payson & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BR overviewAll 13F holders of BRFull Q2 2026 holdings

Shares (Q2 2026)
310
Value
$42.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BR by HM Payson & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026310$42.5K<0.1%00.0%UnchangedHolders
Q1 2026310$50.4K<0.1%00.0%UnchangedHolders
Q4 2025310$69.2K<0.1%00.0%UnchangedHolders
Q3 2025310$73.8K<0.1%00.0%UnchangedHolders
Q2 2025310$75.3K<0.1%00.0%UnchangedHolders
Q1 2025310$75.2K<0.1%00.0%UnchangedHolders
Q4 2024310$70.1K<0.1%−1−0.3%ReducedHolders
Q3 2024311$66.9K<0.1%−2−0.6%ReducedHolders
Q2 2024313$61.7K<0.1%−50−13.8%ReducedHolders
Q1 2024363$74.4K<0.1%−16−4.2%ReducedHolders
Q4 2023379$78.0K<0.1%−374−49.7%ReducedHolders
Q3 2023753$134.8K<0.1%−390−34.1%ReducedHolders
Q2 20231,143$189.3K<0.1%00.0%UnchangedHolders
Q1 20231,143$167.5K<0.1%−250−17.9%ReducedHolders
Q4 20221,393$186.8K<0.1%−223,091−99.4%ReducedHolders
Q3 2022224,484$32.4M0.9%−10,227−4.4%ReducedHolders
Q2 2022234,711$33.5M0.9%−23,614−9.1%ReducedHolders
Q1 2022258,325$40.2M0.9%+15,801+6.5%AddedHolders
Q4 2021242,524$44.3M1.0%+14,184+6.2%AddedHolders
Q3 2021228,340$38.1M0.9%+8,232+3.7%AddedHolders
Q2 2021220,108$35.6M0.9%+7,184+3.4%AddedHolders
Q1 2021212,924$32.6M0.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.