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Disclosery

Massachusetts Wealth Management: ITA position timeline

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

Massachusetts Wealth Management held 8,008 ITA 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 8,008 shares
    Change vs previous 13F +73 shares

    0.74% of the 13F portfolio, value $1,941,299.

    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 7,935 shares
    Change vs previous 13F -57 shares

    0.75% of the 13F portfolio, value $1,735,781.

    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 7,992 shares
    Change vs previous 13F -215 shares

    0.8% of the 13F portfolio, value $1,715,802.

    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 8,207 shares
    Change vs previous 13F +425 shares

    0.85% of the 13F portfolio, value $1,717,397.

    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 7,782 shares
    Change vs previous 13F +155 shares

    0.83% of the 13F portfolio, value $1,467,996.

    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 7,627 shares
    Change vs previous 13F -365 shares

    0.8% of the 13F portfolio, value $1,167,694.

    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 7,992 shares
    Change vs previous 13F +1,310 shares

    0.72% of the 13F portfolio, value $1,161,637.

    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 6,682 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $999,894.

    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).