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Masso Torrence Wealth Management Inc.: USTB position timeline

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

Masso Torrence Wealth Management Inc. held 139,571 USTB 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 139,571 shares
    Change vs previous 13F +8,165 shares

    2.96% of the 13F portfolio, value $7,116,715.

    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 131,406 shares
    Change vs previous 13F +9,890 shares

    3.09% of the 13F portfolio, value $6,678,039.

    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 121,516 shares
    Change vs previous 13F +16,759 shares

    3.29% of the 13F portfolio, value $6,154,767.

    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 104,757 shares
    Change vs previous 13F +15,021 shares

    2.76% of the 13F portfolio, value $5,258,821.

    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 89,736 shares
    Change vs previous 13F +5,806 shares

    2.46% of the 13F portfolio, value $4,559,498.

    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 83,930 shares
    Change vs previous 13F +4,567 shares

    2.32% of the 13F portfolio, value $4,179,691.

    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 79,363 shares
    Change vs previous 13F +6,709 shares

    2.35% of the 13F portfolio, value $3,954,662.

    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).

  8. period ended2023-12-31
    13F 72,654 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $3,602,910.

    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).