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Disclosery

Massachusetts Wealth Management: IHE position timeline

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

Massachusetts Wealth Management held 14,625 IHE 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 14,625 shares
    Change vs previous 13F -195 shares

    0.55% of the 13F portfolio, value $1,448,021.

    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 14,820 shares
    Change vs previous 13F -410 shares

    0.56% of the 13F portfolio, value $1,284,598.

    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 15,230 shares
    Change vs previous 13F -245 shares

    0.6% of the 13F portfolio, value $1,291,961.

    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 15,475 shares
    Change vs previous 13F -245 shares

    0.56% of the 13F portfolio, value $1,122,866.

    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 15,720 shares
    Change vs previous 13F +325 shares

    0.58% of the 13F portfolio, value $1,030,289.

    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 15,395 shares
    Change vs previous 13F +935 shares

    0.74% of the 13F portfolio, value $1,086,271.

    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 14,460 shares
    Change vs previous 13F -90 shares

    0.59% of the 13F portfolio, value $950,311.

    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 14,550 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,027,376.

    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).