0001053914-23-000007.txt : 20231114 0001053914-23-000007.hdr.sgml : 20231114 20231114165306 ACCESSION NUMBER: 0001053914-23-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Dempze Nancy E CENTRAL INDEX KEY: 0001592614 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17236 FILM NUMBER: 231407546 MAIL ADDRESS: STREET 1: HEMENWAY AND BARNES LLP STREET 2: 60 STATE STREET - 8TH FLOOR CITY: BOSTON STATE: MA ZIP: 02109 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001592614 XXXXXXXX 09-30-2023 09-30-2023 Dempze Nancy E
HEMENWAY AND BARNES LLP 60 STATE STREET - 8TH FLOOR BOSTON MA 02109
13F HOLDINGS REPORT 028-17236 N
Alicia Fazzone Director of Operations 617-619-8258 Alicia Fazzone Boston MA 11-14-2023 5 271 111340622 false 1 0001314376 028-11136 Broderick Brian C 5 0001053914 028-06165 PUZO MICHAEL J 6 0001215208 028-10379 SOMERVILLE KURT F 7 0001314377 028-11134 Kidder Stephen W 12 0001592616 028-16192 Notis-McConarty Edward
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VALUE FU Equity Mutual Fu 018914408 509515 24674 SH SOLE 24674 0 0 AMG RIVER ROAD SMALL-MID CAP V Equity Mutual Fu 00171A878 185000 20000 SH SOLE 20000 0 0 AMG RIVER ROAD SMALL-MID CAP V Equity Mutual Fu 00171A878 1636640 176934 SH DFND 07 0 176934 0 ARTISAN INTERNATIONAL SMALLMID Equity Mutual Fu 04314H576 624227 39483 SH SOLE 39483 0 0 GQG PARTNERS EMERGING MARKETS Equity Mutual Fu 00771X419 172792 11843 SH SOLE 11843 0 0 GQG PARTNERS EMERGING MARKETS Equity Mutual Fu 00771X419 1159991 79506 SH DFND 07 0 79506 0 OAKMARK INTL FD Equity Mutual Fu 413838202 1101327 43790 SH DFND 07 0 43790 0 ROBECO BOSTON PARTNERS LONG SH Equity Mutual Fu 74925K581 182244 12962 SH DFND 07 0 12962 0 T ROWE PRICE INST LARGE-CAP GR Equity Mutual Fu 45775L408 1554695 26458 SH SOLE 26458 0 0 VANGUARD DIVIDEND GROWTH Equity Mutual Fu 921908604 2474372 72308 SH SOLE 72308 0 0 VANGUARD DIVIDEND GROWTH Equity Mutual Fu 921908604 170767 4990 SH DFND 01 0 4990 0 VANGUARD PACIFIC STOCK INDEX F Equity Mutual Fu 922042700 223577 2701 SH SOLE 2701 0 0 VANGUARD SMALL CAP INDEX FD AD Equity Mutual Fu 922908686 309600 3418 SH SOLE 3418 0 0 VANGUARD STAR FD Equity Mutual Fu 921909107 1435169 56436 SH SOLE 56436 0 0 VANGUARD TOTAL STOCK MARKET IN Equity Mutual Fu 922908728 359779 3479 SH SOLE 3479 0 0 WCM FOCUSED INTERNATIONAL GROW Equity Mutual Fu 461418444 735588 35882 SH SOLE 35882 0 0