Skip to content
Disclosery

Masso Torrence Wealth Management Inc.: CWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Masso Torrence Wealth Management Inc. on CWI, newest first. How the timeline and the estimate are built.

Masso Torrence Wealth Management Inc. held 30,786 CWI shares at 2025-09-30 per its 13F-HR filed 2025-10-20.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 30,786 shares
    Change vs previous 13F +1,215 shares

    0.45% of the 13F portfolio, value $1,075,043.

    13F-HR 0001903153-25-000005 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 29,571 shares
    Change vs previous 13F +1,965 shares

    0.45% of the 13F portfolio, value $965,785.

    13F-HR 0001903153-25-000003 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 27,606 shares
    Change vs previous 13F -5,168 shares

    0.44% of the 13F portfolio, value $816,598.

    13F-HR 0001903153-25-000002 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 32,774 shares
    Change vs previous 13F -2,530 shares

    0.48% of the 13F portfolio, value $915,718.

    13F-HR 0002049064-25-000001 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 35,304 shares
    Change vs previous 13F -113 shares

    0.58% of the 13F portfolio, value $1,074,654.

    13F-HR 0002035324-24-000007 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 35,417 shares
    Change vs previous 13F +4,111 shares

    0.56% of the 13F portfolio, value $1,002,655.

    13F-HR 0001887441-24-000007 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 31,306 shares
    Change vs previous 13F -4,562 shares

    0.53% of the 13F portfolio, value $889,090.

    13F-HR 0001903153-24-000002 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 35,868 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $969,871.

    13F-HR 0001903153-24-000001 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).