First seen by DFX
Sep 12, 2026
date not stated
New Hampshire Trust: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (13F filer that reads as an institution by name (a manager's division, a custodian, a bank, an accounting firm))
First seen by DFX
Sep 12, 2026
date not stated
New Hampshire Trust files Form 13F (non_adviser_filer, $513,865,581 in 297 positions)
New Hampshire Trust reported $495,840,077 across 278 13(f) positions for the quarter ended 2026-03-31
New Hampshire Trust increased Dow Inc 50,389 -> 65,312 shares ($1,178,095 -> $2,720,245)
New Hampshire Trust reduced Vanguard Index Fds S&P ETF 4,389 -> 1,846 shares ($2,752,474 -> $1,103,077)
New Hampshire Trust reported $513,865,581 across 297 13(f) positions for the quarter ended 2025-12-31
New Hampshire Trust increased Schwab US Large Cap Growth ETF 120,036 -> 229,865 shares ($3,830,349 -> $7,498,196)
New Hampshire Trust increased Schwab US Large Cap Value ETF 81,519 -> 163,773 shares ($2,373,018 -> $4,849,319)
New Hampshire Trust increased Vanguard Index Fds S&P ETF 2,131 -> 4,389 shares ($1,304,982 -> $2,752,474)
New Hampshire Trust increased Vanguard Intermediate-Term Bond 46,096 -> 78,840 shares ($3,599,636 -> $6,140,060)
New Hampshire Trust increased Ishs Barclays Int Govt/Cred Bon 19,970 -> 38,560 shares ($2,145,517 -> $4,139,416)
New Hampshire Trust reported $517,909,181 across 306 13(f) positions for the quarter ended 2025-09-30
New Hampshire Trust increased Schwab US Large Cap Growth ETF 79,988 -> 120,036 shares ($2,336,449 -> $3,830,349)
New Hampshire Trust increased Schwab US Large Cap Value ETF 52,860 -> 81,519 shares ($1,462,636 -> $2,373,018)
New Hampshire Trust increased Ishs Barclays Int Govt/Cred Bon 14,704 -> 19,970 shares ($1,570,241 -> $2,145,517)
New Hampshire Trust reported $478,681,356 across 303 13(f) positions for the quarter ended 2025-06-30
New Hampshire Trust increased Schwab US Large Cap Growth ETF 60,319 -> 79,988 shares ($1,510,388 -> $2,336,449)
New Hampshire Trust opened a $2,748,832 position in Blackstone Inc (18,377 shares)
New Hampshire Trust reported $437,197,137 across 299 13(f) positions for the quarter ended 2025-03-31
New Hampshire Trust reduced Vanguard Intermediate-Term Bond 52,673 -> 37,458 shares ($3,936,253 -> $2,868,159)
New Hampshire Trust increased iShares Trust Core MSCI EAFE 25,389 -> 32,108 shares ($1,784,339 -> $2,428,970)
New Hampshire Trust reduced Disney (Walt) 27,245 -> 5,917 shares ($3,033,731 -> $584,008)
New Hampshire Trust reduced United Health Group Inc 7,850 -> 821 shares ($3,971,001 -> $429,999)
New Hampshire Trust reduced Vanguard Index Fds S&P ETF 3,780 -> 1,537 shares ($2,036,702 -> $789,880)
New Hampshire Trust reduced iShares Core MSCI Emerging Mkts 103,720 -> 77,490 shares ($5,416,258 -> $4,182,136)
New Hampshire Trust reported $474,619,834 across 305 13(f) positions for the quarter ended 2024-12-31