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Massachusetts Wealth Management: CMI position timeline

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

Massachusetts Wealth Management held 4,875 CMI 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 4,875 shares
    Change vs previous 13F +20 shares

    1.32% of the 13F portfolio, value $3,476,899.

    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 4,855 shares
    Change vs previous 13F -75 shares

    1.13% of the 13F portfolio, value $2,612,087.

    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 4,930 shares
    Change vs previous 13F -7 shares

    1.17% of the 13F portfolio, value $2,516,518.

    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 4,937 shares
    Change vs previous 13F +80 shares

    1.03% of the 13F portfolio, value $2,085,241.

    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 4,857 shares
    Change vs previous 13F +135 shares

    0.9% of the 13F portfolio, value $1,590,668.

    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 4,722 shares
    Change vs previous 13F -90 shares

    1.01% of the 13F portfolio, value $1,480,064.

    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 4,812 shares
    Change vs previous 13F +30 shares

    1.04% of the 13F portfolio, value $1,677,463.

    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 4,782 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,548,364.

    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).