HM PAYSON & CO

Position in IBB — iShares Biotechnology ETF

CIK 928052 PORTLAND, ME

Position in IBB

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$44,745

+$6,772 QoQ

Shares Held

265

+17.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 85% Shared 0% None 15%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$44,745	265	+17.8%	Shares	Sole	2026-04-13
2025-12-31	$37,973	225	0.0%	Shares	Sole	2026-02-12
2025-09-30	$32,483	225	0.0%	Shares	Sole	2025-10-17
2025-06-30	$28,464	225	-8.2%	Shares	Sole	2025-10-17
2025-03-31	$31,335	245	-72.2%	Shares	Sole	2025-04-29
2024-12-31	$116,477	881	0.0%	Shares	Sole	2025-02-07
2024-09-30	$128,273	881	-27.1%	Shares	Sole	2024-10-28
2024-06-30	$165,946	1,209	-0.1%	Shares	Sole	2024-08-13
2024-03-31	$166,036	1,210	0.0%	Shares	Sole	2024-06-20
2023-12-31	$164,378	1,210	-10.4%	Shares	Sole	2024-02-13
2023-09-30	$165,091	1,350	-1.8%	Shares	Sole	2023-11-06
2023-06-30	$174,570	1,375	0.0%	Shares	Sole	2023-07-17
2023-03-31	$177,595	1,375	0.0%	Shares	Sole	2023-04-18
2022-12-31	$180,523	1,375	-1.9%	Shares	Sole	2023-02-06
2022-09-30	$163,977	1,402	0.0%	Shares	Sole	2022-10-25
2022-06-30	$164,917	1,402	-0.6%	Shares	Sole	2022-08-15
2022-03-31	$183,853	1,411	+14.3%	Shares	Sole	2022-05-12
2021-12-31	$188,485	1,235	+430.0%	Shares	Sole	2022-02-15
2021-09-30	$37,671	233	0.0%	Shares	Sole	2021-11-30
2021-06-30	$38,130	233	+3.6%	Shares	Sole	2021-08-17
2021-03-31	$33,876	225	0.0%	Shares	Sole	2021-06-15
2020-12-31	$34,085	225	0.0%	Shares	Sole	2021-03-10
2020-09-30	$30,467	225	0.0%	Shares	Sole	2020-12-21
2020-06-30	$30,755	225	-11.8%	Shares	Sole	2020-08-13
2020-03-31	$27,473	255	—	Shares	Sole	2020-07-01
No filing history on record for this holder in this stock.