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Masso Torrence Wealth Management Inc.: FBND position timeline

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

Masso Torrence Wealth Management Inc. held 139,292 FBND 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 139,292 shares
    Change vs previous 13F +2,072 shares

    2.68% of the 13F portfolio, value $6,440,847.

    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 137,220 shares
    Change vs previous 13F +9,199 shares

    2.9% of the 13F portfolio, value $6,277,810.

    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 128,021 shares
    Change vs previous 13F +5,549 shares

    3.12% of the 13F portfolio, value $5,844,154.

    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 122,472 shares
    Change vs previous 13F +4,250 shares

    2.89% of the 13F portfolio, value $5,495,318.

    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 118,222 shares
    Change vs previous 13F +1,024 shares

    2.98% of the 13F portfolio, value $5,525,707.

    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 117,198 shares
    Change vs previous 13F +7,112 shares

    2.92% of the 13F portfolio, value $5,265,707.

    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 110,086 shares
    Change vs previous 13F +7,450 shares

    2.96% of the 13F portfolio, value $4,987,993.

    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 102,636 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $4,725,367.

    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).