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MassMutual Private Wealth & Trust, FSB: WM position timeline

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

MassMutual Private Wealth & Trust, FSB held 41,385 WM 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 41,385 shares
    Change vs previous 13F -3,110 shares

    0.22% of the 13F portfolio, value $8,439,229.

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

  2. period ended2026-06-30
    13F 44,495 shares
    Change vs previous 13F -1,486 shares

    0.26% of the 13F portfolio, value $9,917,046.

    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 45,981 shares
    Change vs previous 13F -1,588 shares

    0.29% of the 13F portfolio, value $10,565,974.

    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 47,569 shares
    Change vs previous 13F -1,779 shares

    0.27% of the 13F portfolio, value $10,451,385.

    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 49,348 shares
    Change vs previous 13F -2,219 shares

    0.28% of the 13F portfolio, value $10,897,519.

    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 51,567 shares
    Change vs previous 13F -1,248 shares

    0.31% of the 13F portfolio, value $11,799,561.

    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 52,815 shares
    Change vs previous 13F -1,594 shares

    0.35% of the 13F portfolio, value $12,227,201.

    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 54,409 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $10,979,192.

    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).