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MassMutual Private Wealth & Trust, FSB: IJR position timeline

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

MassMutual Private Wealth & Trust, FSB held 256,815 IJR 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 256,815 shares
    Change vs previous 13F -6,094 shares

    0.92% of the 13F portfolio, value $34,937,113.

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

  2. period ended2026-06-30
    13F 262,909 shares
    Change vs previous 13F -12,832 shares

    1.01% of the 13F portfolio, value $38,992,034.

    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 275,741 shares
    Change vs previous 13F -1,417 shares

    0.93% of the 13F portfolio, value $34,277,364.

    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 277,158 shares
    Change vs previous 13F -7,412 shares

    0.86% of the 13F portfolio, value $33,308,848.

    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 284,570 shares
    Change vs previous 13F -2,640 shares

    0.86% of the 13F portfolio, value $33,815,453.

    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 287,210 shares
    Change vs previous 13F +19,612 shares

    0.84% of the 13F portfolio, value $31,389,181.

    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 267,598 shares
    Change vs previous 13F +37,753 shares

    0.81% of the 13F portfolio, value $27,982,723.

    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 229,845 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $26,482,741.

    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).