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Masso Torrence Wealth Management Inc.: TDIV position timeline

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

Masso Torrence Wealth Management Inc. held 2,120 TDIV 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 2,120 shares
    Change vs previous 13F +2,120 shares

    0.09% of the 13F portfolio, value $209,011.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -3,555 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 3,555 shares
    Change vs previous 13F -138 shares

    0.15% of the 13F portfolio, value $278,925.

    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).

  4. period ended2024-09-30
    13F 3,693 shares
    Change vs previous 13F -1,015 shares

    0.16% of the 13F portfolio, value $296,548.

    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).

  5. period ended2024-06-30
    13F 4,708 shares
    Change vs previous 13F -100 shares

    0.2% of the 13F portfolio, value $356,207.

    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).

  6. period ended2024-03-31
    13F 4,808 shares
    Change vs previous 13F -750 shares

    0.2% of the 13F portfolio, value $334,973.

    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).

  7. period ended2023-12-31
    13F 5,558 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $356,212.

    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).