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Disclosery

MA Private Wealth: GOVT position timeline

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

MA Private Wealth held 84,855 GOVT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,855 shares
    Change vs previous 13F -224 shares

    0.29% of the 13F portfolio, value $1,932,997.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 85,079 shares
    Change vs previous 13F +7,033 shares

    0.33% of the 13F portfolio, value $1,949,160.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 78,046 shares
    Change vs previous 13F -20,961 shares

    0.3% of the 13F portfolio, value $1,797,010.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 99,007 shares
    Change vs previous 13F +378 shares

    0.38% of the 13F portfolio, value $2,289,042.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 98,629 shares
    Change vs previous 13F +4,088 shares

    0.41% of the 13F portfolio, value $2,266,494.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 94,541 shares
    Change vs previous 13F -1,093 shares

    0.41% of the 13F portfolio, value $2,173,026.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 95,634 shares
    Change vs previous 13F -3,612 shares

    0.41% of the 13F portfolio, value $2,197,669.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 99,246 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,327,319.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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