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Massachusetts Wealth Management: XLK position timeline

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

Massachusetts Wealth Management held 59,455 XLK 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 59,455 shares
    Change vs previous 13F +617 shares

    4.32% of the 13F portfolio, value $11,327,367.

    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 58,838 shares
    Change vs previous 13F -25,658 shares

    3.39% of the 13F portfolio, value $7,819,570.

    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 84,496 shares
    Change vs previous 13F +41,433 shares

    5.66% of the 13F portfolio, value $12,164,889.

    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 43,063 shares
    Change vs previous 13F +2,555 shares

    6.02% of the 13F portfolio, value $12,137,737.

    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 40,508 shares
    Change vs previous 13F +1,029 shares

    5.79% of the 13F portfolio, value $10,257,841.

    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 39,479 shares
    Change vs previous 13F +475 shares

    5.59% of the 13F portfolio, value $8,151,624.

    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 39,004 shares
    Change vs previous 13F +1,596 shares

    5.6% of the 13F portfolio, value $9,069,210.

    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 37,408 shares
    Change vs previous 13F not available

    5.32% of the 13F portfolio, value $8,445,230.

    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).