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MassMutual Private Wealth & Trust, FSB: IVZ position timeline

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

MassMutual Private Wealth & Trust, FSB held 1,463 IVZ 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 1,463 shares
    Change vs previous 13F +212 shares

    <0.01% of the 13F portfolio, value $44,124.

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

  2. period ended2026-06-30
    13F 1,251 shares
    Change vs previous 13F -101 shares

    <0.01% of the 13F portfolio, value $33,014.

    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 1,352 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $32,840.

    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 1,313 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $34,493.

    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 1,313 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $30,120.

    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 1,313 shares
    Change vs previous 13F -208 shares

    <0.01% of the 13F portfolio, value $20,706.

    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 1,521 shares
    Change vs previous 13F +264 shares

    <0.01% of the 13F portfolio, value $23,074.

    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 1,257 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $21,972.

    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).