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MassMutual Private Wealth & Trust, FSB: VFH position timeline

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

MassMutual Private Wealth & Trust, FSB held 104,022 VFH 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 104,022 shares
    Change vs previous 13F -4,602 shares

    0.36% of the 13F portfolio, value $13,532,222.

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

  2. period ended2026-06-30
    13F 108,624 shares
    Change vs previous 13F -2,307 shares

    0.37% of the 13F portfolio, value $14,294,918.

    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 110,931 shares
    Change vs previous 13F -2,001 shares

    0.36% of the 13F portfolio, value $13,401,574.

    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 112,932 shares
    Change vs previous 13F -2,596 shares

    0.39% of the 13F portfolio, value $15,075,293.

    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 115,528 shares
    Change vs previous 13F +3,030 shares

    0.39% of the 13F portfolio, value $15,161,895.

    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 112,498 shares
    Change vs previous 13F +3,578 shares

    0.38% of the 13F portfolio, value $14,320,995.

    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 108,920 shares
    Change vs previous 13F +3,972 shares

    0.38% of the 13F portfolio, value $13,012,672.

    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 104,948 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $12,391,210.

    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).