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Disclosery

55 North Private Wealth, LLC: MA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 55 North Private Wealth, LLC on MA, newest first. How the timeline and the estimate are built.

55 North Private Wealth, LLC held 1,469 MA shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,469 shares
    Change vs previous 13F +186 shares

    0.15% of the 13F portfolio, value $754,496.

    13F-HR 0002063364-26-000176 filed by 55 North Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,283 shares
    Change vs previous 13F +17 shares

    0.16% of the 13F portfolio, value $641,073.

    13F-HR 0002063364-26-000105 filed by 55 North Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,266 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $722,743.

    13F-HR 0002063364-26-000035 filed by 55 North Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).