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Massachusetts Wealth Management: GIS position timeline

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

Massachusetts Wealth Management held 21,025 GIS 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 21,025 shares
    Change vs previous 13F +300 shares

    0.28% of the 13F portfolio, value $731,670.

    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 20,725 shares
    Change vs previous 13F +850 shares

    0.33% of the 13F portfolio, value $771,384.

    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 19,875 shares
    Change vs previous 13F +141 shares

    0.43% of the 13F portfolio, value $924,188.

    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 19,734 shares
    Change vs previous 13F +100 shares

    0.49% of the 13F portfolio, value $994,988.

    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 19,634 shares
    Change vs previous 13F +100 shares

    0.57% of the 13F portfolio, value $1,017,238.

    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 19,534 shares
    Change vs previous 13F -225 shares

    0.8% of the 13F portfolio, value $1,167,938.

    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 19,759 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $1,260,031.

    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 19,759 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,459,202.

    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).