NUEM β€” NUSHARES ETF TR

Ownership history in HM PAYSON & CO  Β·  2 quarters on record

AI Ownership Summary

HM PAYSON & CO reported NUSHARES ETF TR (NUEM) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows NUEM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NUEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HM PAYSON & CO's position in NUSHARES ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NUEM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HM PAYSON & CO held NUEM β€” position size vs. price
% of Fund (quarterly)    NUEM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 20,204 +13,226 +189.5% 0.01% $742K 2026-04-13 $39.09
2025 Q4 INITIATED 6,978 β€” β€” 0.00% $248K 2026-02-12 $38.81

FAQ About HM PAYSON & CO and NUEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has HM PAYSON & CO reported owning NUEM?

HM PAYSON & CO reported NUEM across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported NUEM position in HM PAYSON & CO's portfolio?

The largest reported portfolio weight for NUEM was 0.01% in 2026 Q1.

What is the latest reported NUEM position on this page?

The most recent filing on this page is 2026 Q1, when HM PAYSON & CO reported 20,204 shares, equal to 0.01% of portfolio, with an estimated market value of $742K.

What does the chart on this NUEM ownership page compare?

The chart compares HM PAYSON & CO's quarterly NUEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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