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Disclosery

Massachusetts Wealth Management: PBE position timeline

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

Massachusetts Wealth Management held 17,784 PBE 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 17,784 shares
    Change vs previous 13F -30 shares

    0.61% of the 13F portfolio, value $1,594,311.

    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 17,814 shares
    Change vs previous 13F -105 shares

    0.61% of the 13F portfolio, value $1,410,513.

    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 17,919 shares
    Change vs previous 13F -425 shares

    0.68% of the 13F portfolio, value $1,472,046.

    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 18,344 shares
    Change vs previous 13F -50 shares

    0.64% of the 13F portfolio, value $1,281,695.

    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 18,394 shares
    Change vs previous 13F +190 shares

    0.66% of the 13F portfolio, value $1,179,055.

    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 18,204 shares
    Change vs previous 13F -210 shares

    0.79% of the 13F portfolio, value $1,154,862.

    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 18,414 shares
    Change vs previous 13F +230 shares

    0.76% of the 13F portfolio, value $1,225,058.

    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 18,184 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,269,607.

    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).