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MassMutual Private Wealth & Trust, FSB: SCHB position timeline

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

MassMutual Private Wealth & Trust, FSB held 0 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -35,500 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 35,500 shares
    Change vs previous 13F -725 shares

    0.02% of the 13F portfolio, value $891,050.

    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).

  3. period ended2025-12-31
    13F 36,225 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $950,182.

    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).

  4. period ended2025-09-30
    13F 36,225 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $931,345.

    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).

  5. period ended2025-06-30
    13F 36,225 shares
    Change vs previous 13F -2,350 shares

    0.02% of the 13F portfolio, value $863,242.

    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).

  6. period ended2025-03-31
    13F 38,575 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $830,520.

    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).

  7. period ended2024-12-31
    13F 38,575 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $875,653.

    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).