Filer Snapshot

STEWART & PATTEN CO LLC

CIK 0000860580. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

98

Latest Filing

18 Apr 2024

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Open 13F portfolio
Source: SEC Form 13F

13F-HR filed on 18 Apr 2024 for CIK 0000860580.

View Source Filing
Business address
3675 Mt. Diablo Boulevard, Suite 340, Lafayette, CA, 94549
Top securities (13F)
MSFT, JPM, AAPL, HD, SYK, AXP, JNJ, PG, ADP, AVGO, KO, HON, ABT, DIS, TXN, UNH, EMN, ETN, CSCO, and MDLZ
Former names
STEWART & PATTEN CO LLC /CA/ (to 07 Aug 2006)

Filer intelligence

What SEC filings say about STEWART & PATTEN CO LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $668.92M across 94 reported holdings for Q1 2024.
  • Largest parsed 13F holding: MSFT at $42.49M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 94 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2024 - 18 Apr 2024

MSFT

6.4%

Microsoft Corp

$42.49M

JPM

6%

J P Morgan Chase & Co

$40.37M

AAPL

4.9%

Apple Computer, Inc.

$32.51M

HD

4.8%

Home Depot, Inc.

$32.02M

SYK

4.3%

Stryker Corp.

$28.94M

Latest update

What changed recently for STEWART & PATTEN CO LLC

New filing available

Latest 13F period: Q1 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

18 Apr 2024

Page type

Filer profile

Latest period

Q1 2024

Institutional portfolio context was refreshed from a 13F filing filed on 18 Apr 2024.

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Benchmark Context

Benchmark context for this company

STEWART & PATTEN CO LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2024. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

STEWART & PATTEN CO LLC has filed 98 SEC EDGAR filings since 11 May 1999. Common forms include 13F-HR, 13F-HR/A.

STEWART & PATTEN CO LLC SEC filings STEWART & PATTEN CO LLC 13F portfolio

Latest Filings

Recent SEC filings for STEWART & PATTEN CO LLC with direct links to document and filing folders.

13F-HR File 028-04087

13F-HR filing

Filing date
18 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
18 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
19 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
19 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
19 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
30 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
19 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
21 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
22 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
20 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
20 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
21 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
21 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
25 Jan 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
22 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
17 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
16 Apr 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
17 Jan 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
17 Oct 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
17 Jul 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
18 Apr 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
17 Jan 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
22 Oct 2018
Reporting date
30 Sep 2018
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
25 Jul 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
30 Apr 2018
Reporting date
31 Mar 2018
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
29 Jan 2018
Reporting date
31 Dec 2017
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
27 Oct 2017
Reporting date
30 Sep 2017
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
28 Jul 2017
Reporting date
30 Jun 2017
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
21 Apr 2017
Reporting date
31 Mar 2017
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
17 Jan 2017
Reporting date
31 Dec 2016
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
18 Oct 2016
Reporting date
30 Sep 2016
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
18 Jul 2016
Reporting date
30 Jun 2016
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
12 Apr 2016
Reporting date
31 Mar 2016
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
20 Jan 2016
Reporting date
31 Dec 2015
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
22 Oct 2015
Reporting date
30 Sep 2015
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
13 Jul 2015
Reporting date
30 Jun 2015
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
08 Apr 2015
Reporting date
31 Mar 2015
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
14 Jan 2015
Reporting date
31 Dec 2014
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
14 Oct 2014
Reporting date
30 Sep 2014
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
16 Jul 2014
Reporting date
30 Jun 2014
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
15 Apr 2014
Reporting date
31 Mar 2014
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
21 Jan 2014
Reporting date
31 Dec 2013
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
25 Oct 2013
Reporting date
30 Sep 2013
SEC evidence
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13F-HR File 028-04087

13F-HR filing

Filing date
29 Jul 2013
Reporting date
30 Jun 2013
SEC evidence
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13F-HR File 028-04087

13F-HR SUBMISSION

Filing date
22 Apr 2013
Reporting date
31 Mar 2013
SEC evidence
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13F-HR File 028-04087

13F-HR SUBMISSION

Filing date
30 Jan 2013
Reporting date
31 Dec 2012
SEC evidence
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13F-HR/A File 028-04087

13F-HR SUBMISSION

Filing date
29 Oct 2012
Reporting date
30 Sep 2012
SEC evidence
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Next action
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13F-HR File 028-04087

13F-HR SUBMISSION

Filing date
25 Oct 2012
Reporting date
30 Sep 2012
SEC evidence
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13F-HR File 028-04087

13F-HR SUBMISSION

Filing date
03 Aug 2012
Reporting date
30 Jun 2012
SEC evidence
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13F-HR File 028-04087

13F-HR SUBMISSION

Filing date
04 May 2012
Reporting date
31 Mar 2012
SEC evidence
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13F-HR File 028-04087

13F-HR SUBMISSION

Filing date
10 Feb 2012
Reporting date
31 Dec 2011
SEC evidence
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13F-HR/A File 028-04087

13F-HR SUBMISSION

Filing date
28 Oct 2011
Reporting date
30 Sep 2011
SEC evidence
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13F-HR File 028-04087

13F-HR SUBMISSION

Filing date
28 Oct 2011
Reporting date
30 Sep 2011
SEC evidence
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13F-HR File 028-04087

13F-HR SUBMISSION

Filing date
04 Aug 2011
Reporting date
30 Jun 2011
SEC evidence
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13F-HR File 028-04087

13F-HR SUBMISSION

Filing date
27 Apr 2011
Reporting date
31 Mar 2011
SEC evidence
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13F-HR File 028-04087

13F-HR SUBMISSION

Filing date
26 Jan 2011
Reporting date
31 Dec 2010
SEC evidence
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13F-HR File 028-04087

13F-HR SUBMISSTION

Filing date
01 Nov 2010
Reporting date
30 Sep 2010
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13F-HR File 028-04087

13F-HR SUBMISSION

Filing date
02 Aug 2010
Reporting date
30 Jun 2010
SEC evidence
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13F-HR File 028-04087

13F-HR SUBMISSION

Filing date
05 May 2010
Reporting date
31 Mar 2010
SEC evidence
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13F-HR File 028-04087

13F-HR SUBMISSION

Filing date
03 Feb 2010
Reporting date
31 Dec 2009
SEC evidence
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Next action
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About this filer

STEWART & PATTEN CO LLC files with the SEC under CIK 0000860580. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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