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MassMutual Private Wealth & Trust, FSB: IVV position timeline

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

MassMutual Private Wealth & Trust, FSB held 22,912 IVV 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 22,912 shares
    Change vs previous 13F -2,480 shares

    0.46% of the 13F portfolio, value $17,547,155.

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

  2. period ended2026-06-30
    13F 25,392 shares
    Change vs previous 13F +287 shares

    0.49% of the 13F portfolio, value $19,015,815.

    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 25,105 shares
    Change vs previous 13F +12 shares

    0.45% of the 13F portfolio, value $16,398,837.

    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 25,093 shares
    Change vs previous 13F +576 shares

    0.44% of the 13F portfolio, value $17,187,199.

    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 24,517 shares
    Change vs previous 13F -2,381 shares

    0.42% of the 13F portfolio, value $16,409,228.

    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 26,898 shares
    Change vs previous 13F +857 shares

    0.44% of the 13F portfolio, value $16,700,968.

    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 26,041 shares
    Change vs previous 13F -2,388 shares

    0.42% of the 13F portfolio, value $14,632,438.

    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 28,429 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $16,735,584.

    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).