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Masso Torrence Wealth Management Inc.: KCE position timeline

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

Masso Torrence Wealth Management Inc. held 24,438 KCE 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 24,438 shares
    Change vs previous 13F -4 shares

    1.55% of the 13F portfolio, value $3,735,305.

    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 24,442 shares
    Change vs previous 13F -1,183 shares

    1.64% of the 13F portfolio, value $3,542,410.

    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 25,625 shares
    Change vs previous 13F +5,861 shares

    1.73% of the 13F portfolio, value $3,233,088.

    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 19,764 shares
    Change vs previous 13F +2,048 shares

    1.43% of the 13F portfolio, value $2,721,551.

    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 17,716 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $2,212,374.

    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).