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Masso Torrence Wealth Management Inc.: WMT position timeline

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

Masso Torrence Wealth Management Inc. held 12,160 WMT 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 12,160 shares
    Change vs previous 13F -73 shares

    0.52% of the 13F portfolio, value $1,253,234.

    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 12,233 shares
    Change vs previous 13F -783 shares

    0.55% of the 13F portfolio, value $1,196,162.

    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 13,016 shares
    Change vs previous 13F +2,087 shares

    0.61% of the 13F portfolio, value $1,142,685.

    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 10,929 shares
    Change vs previous 13F +515 shares

    0.52% of the 13F portfolio, value $987,443.

    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 10,414 shares
    Change vs previous 13F -34 shares

    0.45% of the 13F portfolio, value $840,938.

    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 10,448 shares
    Change vs previous 13F +602 shares

    0.39% of the 13F portfolio, value $707,437.

    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 9,846 shares
    Change vs previous 13F +7,253 shares

    0.35% of the 13F portfolio, value $592,434.

    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 2,593 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $408,786.

    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).