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Massachusetts Wealth Management: HAL position timeline

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

Massachusetts Wealth Management held 42,075 HAL 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 42,075 shares
    Change vs previous 13F +575 shares

    0.54% of the 13F portfolio, value $1,428,446.

    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 41,500 shares
    Change vs previous 13F +2,000 shares

    0.7% of the 13F portfolio, value $1,618,085.

    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 39,500 shares
    Change vs previous 13F -375 shares

    0.52% of the 13F portfolio, value $1,116,270.

    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 39,875 shares
    Change vs previous 13F -2,700 shares

    0.49% of the 13F portfolio, value $980,925.

    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 42,575 shares
    Change vs previous 13F -1,000 shares

    0.49% of the 13F portfolio, value $867,678.

    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 43,575 shares
    Change vs previous 13F -100 shares

    0.76% of the 13F portfolio, value $1,105,498.

    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 43,675 shares
    Change vs previous 13F +28,125 shares

    0.73% of the 13F portfolio, value $1,187,523.

    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 15,550 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $451,728.

    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).