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Disclosery

Massachusetts Wealth Management: XLV position timeline

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

Massachusetts Wealth Management held 24,809 XLV 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 24,809 shares
    Change vs previous 13F +890 shares

    1.5% of the 13F portfolio, value $3,936,196.

    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 23,919 shares
    Change vs previous 13F +621 shares

    1.52% of the 13F portfolio, value $3,506,765.

    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 23,298 shares
    Change vs previous 13F +2,214 shares

    1.68% of the 13F portfolio, value $3,606,530.

    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 21,084 shares
    Change vs previous 13F +1,240 shares

    1.46% of the 13F portfolio, value $2,934,260.

    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 19,844 shares
    Change vs previous 13F +558 shares

    1.51% of the 13F portfolio, value $2,674,773.

    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 19,286 shares
    Change vs previous 13F +1,505 shares

    1.93% of the 13F portfolio, value $2,815,949.

    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 17,781 shares
    Change vs previous 13F +1,358 shares

    1.51% of the 13F portfolio, value $2,446,132.

    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 16,423 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $2,529,470.

    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).