Skip to content
Disclosery

Massachusetts Wealth Management: RSP position timeline

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

Massachusetts Wealth Management held 5,427 RSP 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 5,427 shares
    Change vs previous 13F +296 shares

    0.44% of the 13F portfolio, value $1,154,703.

    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 5,131 shares
    Change vs previous 13F +307 shares

    0.43% of the 13F portfolio, value $984,742.

    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 4,824 shares
    Change vs previous 13F +105 shares

    0.43% of the 13F portfolio, value $924,085.

    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 4,719 shares
    Change vs previous 13F +40 shares

    0.44% of the 13F portfolio, value $895,194.

    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 4,679 shares
    Change vs previous 13F +175 shares

    0.48% of the 13F portfolio, value $850,361.

    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 4,504 shares
    Change vs previous 13F +960 shares

    0.54% of the 13F portfolio, value $780,228.

    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 3,544 shares
    Change vs previous 13F +693 shares

    0.38% of the 13F portfolio, value $621,015.

    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 2,851 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $510,785.

    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).