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Massachusetts Wealth Management: IR position timeline

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

Massachusetts Wealth Management held 27,666 IR 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 27,666 shares
    Change vs previous 13F +140 shares

    0.86% of the 13F portfolio, value $2,268,335.

    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 27,526 shares
    Change vs previous 13F +56 shares

    0.96% of the 13F portfolio, value $2,205,383.

    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 27,470 shares
    Change vs previous 13F -63 shares

    1.01% of the 13F portfolio, value $2,176,173.

    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 27,533 shares
    Change vs previous 13F -150 shares

    1.13% of the 13F portfolio, value $2,274,776.

    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 27,683 shares
    Change vs previous 13F -56 shares

    1.3% of the 13F portfolio, value $2,302,672.

    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 27,739 shares
    Change vs previous 13F -504 shares

    1.52% of the 13F portfolio, value $2,219,952.

    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 28,243 shares
    Change vs previous 13F 0 shares

    1.58% of the 13F portfolio, value $2,554,862.

    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 28,243 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $2,772,333.

    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).