Skip to content
Disclosery

Massachusetts Wealth Management: VCSH position timeline

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

Massachusetts Wealth Management held 62,951 VCSH 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 62,951 shares
    Change vs previous 13F -100 shares

    1.9% of the 13F portfolio, value $4,975,018.

    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 63,051 shares
    Change vs previous 13F -1,350 shares

    2.17% of the 13F portfolio, value $4,998,053.

    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 64,401 shares
    Change vs previous 13F +4,299 shares

    2.39% of the 13F portfolio, value $5,134,692.

    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 60,102 shares
    Change vs previous 13F +210 shares

    2.38% of the 13F portfolio, value $4,803,953.

    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 59,892 shares
    Change vs previous 13F -700 shares

    2.69% of the 13F portfolio, value $4,761,414.

    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 60,592 shares
    Change vs previous 13F +720 shares

    3.28% of the 13F portfolio, value $4,783,132.

    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 59,872 shares
    Change vs previous 13F +500 shares

    2.88% of the 13F portfolio, value $4,670,615.

    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 59,372 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $4,715,324.

    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).