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MassMutual Private Wealth & Trust, FSB: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MassMutual Private Wealth & Trust, FSB on BIV, newest first. How the timeline and the estimate are built.

MassMutual Private Wealth & Trust, FSB held 84,950 BIV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 84,950 shares
    Change vs previous 13F -2,024 shares

    0.16% of the 13F portfolio, value $6,189,457.

    13F-HR 0001193125-26-413053 filed by MassMutual Private Wealth & Trust, FSB
    Accepted , ingested

  2. period ended2026-06-30
    13F 86,974 shares
    Change vs previous 13F +3,120 shares

    0.17% of the 13F portfolio, value $6,670,906.

    13F-HR 0001193125-26-293910 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 83,854 shares
    Change vs previous 13F +1,806 shares

    0.18% of the 13F portfolio, value $6,471,852.

    13F-HR 0001193125-26-152544 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 82,048 shares
    Change vs previous 13F -2,937 shares

    0.16% of the 13F portfolio, value $6,389,898.

    13F-HR 0001193125-26-006210 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 84,985 shares
    Change vs previous 13F +1,709 shares

    0.17% of the 13F portfolio, value $6,636,479.

    13F-HR 0001193125-25-246783 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 83,276 shares
    Change vs previous 13F +4,489 shares

    0.17% of the 13F portfolio, value $6,440,566.

    13F-HR 0000950123-25-006218 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 78,787 shares
    Change vs previous 13F +257 shares

    0.17% of the 13F portfolio, value $6,032,721.

    13F-HR 0000950123-25-003277 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 78,530 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,868,547.

    13F-HR 0000950123-25-000326 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).