Massachusetts Wealth Management: COP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Massachusetts Wealth Management on COP, newest first. How the timeline and the estimate are built.
Massachusetts Wealth Management held 42,880 COP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 42,880 sharesChange vs previous 13F -425 shares
1.7% of the 13F portfolio, value $4,457,805.
13F-HR 0001966011-26-000004 filed by Massachusetts Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 43,305 sharesChange vs previous 13F +14,327 shares
2.48% of the 13F portfolio, value $5,716,260.
13F-HR 0001966011-26-000002 filed by Massachusetts Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,978 sharesChange vs previous 13F -83 shares
1.26% of the 13F portfolio, value $2,712,631.
13F-HR 0001966011-26-000001 filed by Massachusetts Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,061 sharesChange vs previous 13F -25 shares
1.36% of the 13F portfolio, value $2,748,880.
13F-HR 0001966011-25-000002 filed by Massachusetts Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,086 sharesChange vs previous 13F -2 shares
1.47% of the 13F portfolio, value $2,610,178.
13F-HR 0001085146-25-004083 filed by Massachusetts Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,088 sharesChange vs previous 13F -420 shares
2.09% of the 13F portfolio, value $3,054,822.
13F-HR 0001085146-25-002134 filed by Massachusetts Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,508 sharesChange vs previous 13F -400 shares
1.81% of the 13F portfolio, value $2,926,308.
13F-HR 0001085146-25-000507 filed by Massachusetts Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,908 sharesChange vs previous 13F not available
1.99% of the 13F portfolio, value $3,148,714.
13F-HR 0001085146-24-005083 filed by Massachusetts Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).