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Disclosery

Masso Torrence Wealth Management Inc.: DAT position timeline

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

Masso Torrence Wealth Management Inc. held 0 DAT shares at 2024-09-30 per its 13F-HR filed 2024-10-24.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -38,079 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 38,079 shares
    Change vs previous 13F -484 shares

    0.74% of the 13F portfolio, value $1,332,955.

    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).

  3. period ended2024-03-31
    13F 38,563 shares
    Change vs previous 13F -9,968 shares

    0.85% of the 13F portfolio, value $1,436,819.

    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).

  4. period ended2023-12-31
    13F 48,531 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,598,184.

    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).