Skip to content
Disclosery

Masso Torrence Wealth Management Inc.: KBWB position timeline

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

Masso Torrence Wealth Management Inc. held 27,504 KBWB 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 27,504 shares
    Change vs previous 13F +401 shares

    0.9% of the 13F portfolio, value $2,151,122.

    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 27,103 shares
    Change vs previous 13F -970 shares

    0.9% of the 13F portfolio, value $1,941,117.

    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 28,073 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,762,142.

    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).