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Masso Torrence Wealth Management Inc.: JSI position timeline

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

Masso Torrence Wealth Management Inc. held 64,068 JSI 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 64,068 shares
    Change vs previous 13F +2,655 shares

    1.39% of the 13F portfolio, value $3,348,834.

    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 61,413 shares
    Change vs previous 13F +5,559 shares

    1.49% of the 13F portfolio, value $3,231,552.

    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 55,854 shares
    Change vs previous 13F +7,247 shares

    1.56% of the 13F portfolio, value $2,923,957.

    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 48,607 shares
    Change vs previous 13F +4,877 shares

    1.32% of the 13F portfolio, value $2,518,329.

    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 43,730 shares
    Change vs previous 13F +1,435 shares

    1.25% of the 13F portfolio, value $2,316,619.

    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 42,295 shares
    Change vs previous 13F +9,262 shares

    1.21% of the 13F portfolio, value $2,189,189.

    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 33,033 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,705,481.

    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).