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Disclosery

MA Private Wealth: IGSB position timeline

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

MA Private Wealth held 7,371 IGSB 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 7,371 shares
    Change vs previous 13F -1,872 shares

    0.06% of the 13F portfolio, value $386,314.

    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 9,243 shares
    Change vs previous 13F -757 shares

    0.08% of the 13F portfolio, value $485,788.

    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 10,000 shares
    Change vs previous 13F -3,623 shares

    0.09% of the 13F portfolio, value $528,776.

    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 13,623 shares
    Change vs previous 13F -4,203 shares

    0.12% of the 13F portfolio, value $722,404.

    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 17,826 shares
    Change vs previous 13F -116,036 shares

    0.17% of the 13F portfolio, value $940,476.

    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 133,862 shares
    Change vs previous 13F -6,543 shares

    1.32% of the 13F portfolio, value $7,010,350.

    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 140,405 shares
    Change vs previous 13F +12,032 shares

    1.36% of the 13F portfolio, value $7,258,959.

    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 128,373 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $6,760,143.

    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).