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Massachusetts Wealth Management: C position timeline

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

Massachusetts Wealth Management held 51,265 C 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 51,265 shares
    Change vs previous 13F -210 shares

    2.73% of the 13F portfolio, value $7,175,049.

    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 51,475 shares
    Change vs previous 13F +260 shares

    2.53% of the 13F portfolio, value $5,837,780.

    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 51,215 shares
    Change vs previous 13F +143 shares

    2.78% of the 13F portfolio, value $5,976,278.

    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 51,072 shares
    Change vs previous 13F +875 shares

    2.57% of the 13F portfolio, value $5,183,808.

    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 50,197 shares
    Change vs previous 13F +270 shares

    2.41% of the 13F portfolio, value $4,272,769.

    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 49,927 shares
    Change vs previous 13F +6,420 shares

    2.43% of the 13F portfolio, value $3,544,318.

    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 43,507 shares
    Change vs previous 13F +2,575 shares

    1.89% of the 13F portfolio, value $3,062,458.

    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 40,932 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $2,562,343.

    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).