Masso Torrence Wealth Management Inc.: TD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Masso Torrence Wealth Management Inc. on TD, newest first. How the timeline and the estimate are built.
Masso Torrence Wealth Management Inc. held 3,623 TD shares at 2025-09-30 per its 13F-HR filed 2025-10-20.
the latest 13F is the newest step
- period ended2025-09-3013F 3,623 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $289,659.
13F-HR 0001903153-25-000005 filed by Masso Torrence Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,623 sharesChange vs previous 13F -47 shares
0.12% of the 13F portfolio, value $266,109.
13F-HR 0001903153-25-000003 filed by Masso Torrence Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,670 sharesChange vs previous 13F +3,670 shares
0.12% of the 13F portfolio, value $219,980.
13F-HR 0001903153-25-000002 filed by Masso Torrence Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 0 sharesChange vs previous 13F -3,678 shares
13F-HR 0001903153-24-000002 filed by Masso Torrence Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2023-12-3113F 3,678 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $237,672.
13F-HR 0001903153-24-000001 filed by Masso Torrence Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).