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Disclosery

Massachusetts Wealth Management: IYT position timeline

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

Massachusetts Wealth Management held 15,270 IYT 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 15,270 shares
    Change vs previous 13F -55 shares

    0.5% of the 13F portfolio, value $1,324,672.

    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 15,325 shares
    Change vs previous 13F -900 shares

    0.5% of the 13F portfolio, value $1,143,245.

    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 16,225 shares
    Change vs previous 13F -238 shares

    0.56% of the 13F portfolio, value $1,208,925.

    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 16,463 shares
    Change vs previous 13F +530 shares

    0.59% of the 13F portfolio, value $1,180,562.

    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 15,933 shares
    Change vs previous 13F +235 shares

    0.62% of the 13F portfolio, value $1,092,048.

    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 15,698 shares
    Change vs previous 13F -360 shares

    0.69% of the 13F portfolio, value $1,005,143.

    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 16,058 shares
    Change vs previous 13F +825 shares

    0.67% of the 13F portfolio, value $1,085,039.

    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 15,233 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,049,706.

    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).