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Disclosery

Massachusetts Wealth Management: STT position timeline

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

Massachusetts Wealth Management held 21,550 STT 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 21,550 shares
    Change vs previous 13F -150 shares

    1.39% of the 13F portfolio, value $3,654,880.

    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 21,700 shares
    Change vs previous 13F +75 shares

    1.19% of the 13F portfolio, value $2,746,352.

    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 21,625 shares
    Change vs previous 13F +41 shares

    1.3% of the 13F portfolio, value $2,789,841.

    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 21,584 shares
    Change vs previous 13F +375 shares

    1.24% of the 13F portfolio, value $2,503,960.

    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 21,209 shares
    Change vs previous 13F +175 shares

    1.27% of the 13F portfolio, value $2,255,365.

    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 21,034 shares
    Change vs previous 13F -450 shares

    1.29% of the 13F portfolio, value $1,883,174.

    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 21,484 shares
    Change vs previous 13F -25 shares

    1.3% of the 13F portfolio, value $2,108,655.

    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 21,509 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,902,901.

    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).