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Massachusetts Wealth Management: DE position timeline

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

Massachusetts Wealth Management held 5,116 DE 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 5,116 shares
    Change vs previous 13F +50 shares

    1.24% of the 13F portfolio, value $3,245,232.

    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 5,066 shares
    Change vs previous 13F -15 shares

    1.24% of the 13F portfolio, value $2,853,678.

    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 5,081 shares
    Change vs previous 13F -51 shares

    1.1% of the 13F portfolio, value $2,365,561.

    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 5,132 shares
    Change vs previous 13F +65 shares

    1.16% of the 13F portfolio, value $2,346,658.

    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 5,067 shares
    Change vs previous 13F +35 shares

    1.45% of the 13F portfolio, value $2,576,519.

    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 5,032 shares
    Change vs previous 13F -95 shares

    1.62% of the 13F portfolio, value $2,361,769.

    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 5,127 shares
    Change vs previous 13F +25 shares

    1.34% of the 13F portfolio, value $2,172,310.

    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 5,102 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,129,218.

    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).