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MassMutual Private Wealth & Trust, FSB: SCHV position timeline

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

MassMutual Private Wealth & Trust, FSB held 30,463 SCHV 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 30,463 shares
    Change vs previous 13F +1,252 shares

    0.03% of the 13F portfolio, value $1,014,723.

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

  2. period ended2026-06-30
    13F 29,211 shares
    Change vs previous 13F +1,110 shares

    0.03% of the 13F portfolio, value $1,016,835.

    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 28,101 shares
    Change vs previous 13F -2,150 shares

    0.02% of the 13F portfolio, value $857,081.

    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 30,251 shares
    Change vs previous 13F -2,027 shares

    0.02% of the 13F portfolio, value $895,732.

    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 32,278 shares
    Change vs previous 13F +1,308 shares

    0.02% of the 13F portfolio, value $939,613.

    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 30,970 shares
    Change vs previous 13F +2,361 shares

    0.02% of the 13F portfolio, value $856,940.

    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 28,609 shares
    Change vs previous 13F -2,005 shares

    0.02% of the 13F portfolio, value $760,427.

    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 30,614 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $798,107.

    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).