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MassMutual Private Wealth & Trust, FSB: XLU position timeline

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

MassMutual Private Wealth & Trust, FSB held 200 XLU 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 200 shares
    Change vs previous 13F -382 shares

    <0.01% of the 13F portfolio, value $7,888.

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

  2. period ended2026-06-30
    13F 582 shares
    Change vs previous 13F -1,582 shares

    <0.01% of the 13F portfolio, value $26,388.

    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 2,164 shares
    Change vs previous 13F +1,164 shares

    <0.01% of the 13F portfolio, value $99,306.

    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 1,000 shares
    Change vs previous 13F +472 shares

    <0.01% of the 13F portfolio, value $42,690.

    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 528 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $46,047.

    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 528 shares
    Change vs previous 13F -18 shares

    <0.01% of the 13F portfolio, value $43,116.

    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 546 shares
    Change vs previous 13F +393 shares

    <0.01% of the 13F portfolio, value $43,052.

    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 153 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,581.

    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).