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Mason & Associates Inc: EW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mason & Associates Inc on EW, newest first. How the timeline and the estimate are built.

Mason & Associates Inc held 7,880 EW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,880 shares
    Change vs previous 13F -982 shares

    0.12% of the 13F portfolio, value $712,825.

    13F-HR 0001917686-26-000003 filed by Mason & Associates Inc
    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 8,862 shares
    Change vs previous 13F -354 shares

    0.14% of the 13F portfolio, value $704,529.

    13F-HR 0001917686-26-000002 filed by Mason & Associates Inc
    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 9,216 shares
    Change vs previous 13F +9,216 shares

    0.15% of the 13F portfolio, value $785,664.

    13F-HR 0001917686-26-000001 filed by Mason & Associates Inc
    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 0 shares
    Change vs previous 13F -2,890 shares

    13F-HR 0001917686-25-000007 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 2,890 shares
    Change vs previous 13F -92 shares

    0.05% of the 13F portfolio, value $226,027.

    13F-HR 0001917686-25-000005 filed by Mason & Associates Inc
    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 2,982 shares
    Change vs previous 13F -4,080 shares

    0.05% of the 13F portfolio, value $216,135.

    13F-HR 0001917686-25-000002 filed by Mason & Associates Inc
    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 7,062 shares
    Change vs previous 13F -820 shares

    0.12% of the 13F portfolio, value $522,800.

    13F-HR 0001917686-25-000001 filed by Mason & Associates Inc
    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 7,882 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $520,133.

    13F-HR 0001917686-24-000005 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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