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Disclosery

Massachusetts Wealth Management: BSV position timeline

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

Massachusetts Wealth Management held 27,442 BSV 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 27,442 shares
    Change vs previous 13F -300 shares

    0.81% of the 13F portfolio, value $2,138,006.

    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 27,742 shares
    Change vs previous 13F -513 shares

    0.94% of the 13F portfolio, value $2,175,250.

    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 28,255 shares
    Change vs previous 13F -40 shares

    1.04% of the 13F portfolio, value $2,226,777.

    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 28,295 shares
    Change vs previous 13F -632 shares

    1.11% of the 13F portfolio, value $2,232,758.

    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 28,927 shares
    Change vs previous 13F +560 shares

    1.28% of the 13F portfolio, value $2,276,555.

    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 28,367 shares
    Change vs previous 13F +2,028 shares

    1.52% of the 13F portfolio, value $2,220,569.

    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 26,339 shares
    Change vs previous 13F -481 shares

    1.26% of the 13F portfolio, value $2,035,215.

    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 26,820 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,110,466.

    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).