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Disclosery

Massachusetts Wealth Management: WMT position timeline

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

Massachusetts Wealth Management held 30,853 WMT 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 30,853 shares
    Change vs previous 13F +125 shares

    1.33% of the 13F portfolio, value $3,494,411.

    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 30,728 shares
    Change vs previous 13F +300 shares

    1.66% of the 13F portfolio, value $3,818,876.

    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 30,428 shares
    Change vs previous 13F +724 shares

    1.58% of the 13F portfolio, value $3,389,983.

    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 29,704 shares
    Change vs previous 13F +1,200 shares

    1.52% of the 13F portfolio, value $3,061,294.

    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 28,504 shares
    Change vs previous 13F +910 shares

    1.57% of the 13F portfolio, value $2,787,121.

    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 27,594 shares
    Change vs previous 13F -10 shares

    1.66% of the 13F portfolio, value $2,422,477.

    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 27,604 shares
    Change vs previous 13F +800 shares

    1.54% of the 13F portfolio, value $2,494,021.

    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 26,804 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $2,164,423.

    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).