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Disclosery

Massachusetts Wealth Management: XLP position timeline

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

Massachusetts Wealth Management held 31,579 XLP 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 31,579 shares
    Change vs previous 13F +1,025 shares

    1% of the 13F portfolio, value $2,623,268.

    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 30,554 shares
    Change vs previous 13F +1,822 shares

    1.09% of the 13F portfolio, value $2,504,817.

    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 28,732 shares
    Change vs previous 13F +315 shares

    1.04% of the 13F portfolio, value $2,231,902.

    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 28,417 shares
    Change vs previous 13F +1,220 shares

    1.11% of the 13F portfolio, value $2,227,040.

    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 27,197 shares
    Change vs previous 13F +680 shares

    1.24% of the 13F portfolio, value $2,202,141.

    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 26,517 shares
    Change vs previous 13F +1,125 shares

    1.48% of the 13F portfolio, value $2,165,643.

    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 25,392 shares
    Change vs previous 13F +1,427 shares

    1.23% of the 13F portfolio, value $1,996,065.

    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 23,965 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,989,095.

    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).