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Disclosery

Massachusetts Wealth Management: XLI position timeline

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

Massachusetts Wealth Management held 39,169 XLI 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 39,169 shares
    Change vs previous 13F +655 shares

    2.76% of the 13F portfolio, value $7,255,274.

    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 38,514 shares
    Change vs previous 13F +414 shares

    2.7% of the 13F portfolio, value $6,228,869.

    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 38,100 shares
    Change vs previous 13F +429 shares

    2.75% of the 13F portfolio, value $5,910,072.

    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 37,671 shares
    Change vs previous 13F +4,630 shares

    2.88% of the 13F portfolio, value $5,809,998.

    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 33,041 shares
    Change vs previous 13F +1,765 shares

    2.75% of the 13F portfolio, value $4,874,208.

    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 31,276 shares
    Change vs previous 13F +3,630 shares

    2.81% of the 13F portfolio, value $4,099,345.

    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 27,646 shares
    Change vs previous 13F +4,992 shares

    2.25% of the 13F portfolio, value $3,642,637.

    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 22,654 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $3,068,258.

    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).