Skip to content
Disclosery

Massachusetts Wealth Management: EMR position timeline

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

Massachusetts Wealth Management held 19,800 EMR 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 19,800 shares
    Change vs previous 13F +100 shares

    1.08% of the 13F portfolio, value $2,834,370.

    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 19,700 shares
    Change vs previous 13F -97 shares

    1.12% of the 13F portfolio, value $2,581,094.

    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 19,797 shares
    Change vs previous 13F -86 shares

    1.22% of the 13F portfolio, value $2,627,458.

    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 19,883 shares
    Change vs previous 13F +400 shares

    1.29% of the 13F portfolio, value $2,608,252.

    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 19,483 shares
    Change vs previous 13F +472 shares

    1.47% of the 13F portfolio, value $2,597,668.

    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 19,011 shares
    Change vs previous 13F +525 shares

    1.43% of the 13F portfolio, value $2,084,366.

    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 18,486 shares
    Change vs previous 13F +475 shares

    1.41% of the 13F portfolio, value $2,290,970.

    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 18,011 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,969,863.

    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).