LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Holdings in PEO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $24,087 | 1,108 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $23,844 | 1,108 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $23,677 | 1,108 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $25,273 | 1,108 | Shares | Sole | 2025-04-24 |
| 2024-09-30 | $107,113 | 4,613 | Shares | Sole | 2024-10-25 |
| 2024-06-30 | $108,912 | 4,613 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $106,375 | 4,613 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $144,884 | 7,023 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $162,371 | 7,023 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $169,120 | 8,123 | Shares | Sole | 2023-08-01 |
| 2023-03-31 | $167,008 | 8,123 | Shares | Sole | 2023-05-02 |
| 2022-12-31 | $177,081 | 8,123 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $148,830 | 7,648 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $148,906 | 7,648 | Shares | Sole | 2022-07-26 |
| 2022-03-31 | $160,072 | 7,648 | Shares | Sole | 2022-04-13 |
| 2021-12-31 | $126,344 | 7,648 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $119,997 | 7,648 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $123,897 | 7,648 | Shares | Sole | 2021-08-13 |
| 2020-12-31 | $86,957 | 7,648 | Shares | Sole | 2021-01-14 |
| 2020-09-30 | $74,797 | 7,648 | Shares | Sole | 2020-10-15 |
| 2020-06-30 | $86,881 | 7,648 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $63,401 | 7,648 | Shares | Sole | 2020-04-15 |