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Massachusetts Wealth Management: BKR position timeline

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

Massachusetts Wealth Management held 28,650 BKR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,650 shares
    Change vs previous 13F +100 shares

    0.61% of the 13F portfolio, value $1,590,075.

    13F-HR 0001966011-26-000004 filed by Massachusetts Wealth Management
    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 28,550 shares
    Change vs previous 13F +1,525 shares

    0.76% of the 13F portfolio, value $1,742,978.

    13F-HR 0001966011-26-000002 filed by Massachusetts Wealth Management
    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 27,025 shares
    Change vs previous 13F -800 shares

    0.57% of the 13F portfolio, value $1,230,718.

    13F-HR 0001966011-26-000001 filed by Massachusetts Wealth Management
    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 27,825 shares
    Change vs previous 13F -700 shares

    0.67% of the 13F portfolio, value $1,355,634.

    13F-HR 0001966011-25-000002 filed by Massachusetts Wealth Management
    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 28,525 shares
    Change vs previous 13F -850 shares

    0.62% of the 13F portfolio, value $1,093,648.

    13F-HR 0001085146-25-004083 filed by Massachusetts Wealth Management
    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 29,375 shares
    Change vs previous 13F -100 shares

    0.89% of the 13F portfolio, value $1,291,031.

    13F-HR 0001085146-25-002134 filed by Massachusetts Wealth Management
    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 29,475 shares
    Change vs previous 13F +20,550 shares

    0.75% of the 13F portfolio, value $1,209,064.

    13F-HR 0001085146-25-000507 filed by Massachusetts Wealth Management
    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 8,925 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $322,639.

    13F-HR 0001085146-24-005083 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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