Current Market Value 237,581,462
Current Holdings 75
Most Recent File Date 2025-08-26
Total Filings on Record 24
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by BTMFX - Boston Trust Midcap Fund . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-26 2025-06-30 NPORT-P 75 237,581
2025-05-27 2025-03-31 NPORT-P 73 242,340
2025-02-21 2024-12-31 NPORT-P 74 254,442
2024-11-22 2024-09-30 NPORT-P 74 261,981
2024-08-26 2024-06-28 NPORT-P 72 238,391
2024-05-28 2024-03-28 NPORT-P 73 244,083
2024-02-21 2023-12-29 NPORT-P 71 226,663
2023-11-24 2023-09-30 NPORT-P 73 202,231
2023-08-28 2023-06-30 NPORT-P 72 207,441
2023-05-23 2023-03-31 NPORT-P 73 174,900
2023-02-27 2022-12-31 NPORT-P 74 162,264
2022-11-28 2022-09-30 NPORT-P 71 142,437
2022-08-26 2022-06-30 NPORT-P 73 148,034
2022-05-25 2022-03-31 NPORT-P 75 171,062
2022-02-25 2021-12-31 NPORT-P 77 172,768
2021-11-26 2021-09-30 NPORT-P 76 152,343
2021-08-27 2021-06-30 NPORT-P 77 155,322
2021-05-26 2021-03-31 NPORT-P 77 148,265
2021-02-26 2020-12-31 NPORT-P 79 139,577
2020-11-30 2020-09-30 NPORT-P 81 126,533
2020-08-28 2020-06-30 NPORT-P 85 122,063
2020-05-27 2020-03-31 NPORT-P 86 106,718
2020-02-28 2019-12-31 NPORT-P 87 145,682
2019-11-21 2019-09-30 NPORT-P 85 126,500