Skip to content
Disclosery

Masso Torrence Wealth Management Inc.: XMHQ position timeline

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

Masso Torrence Wealth Management Inc. held 135,415 XMHQ 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 135,415 shares
    Change vs previous 13F +1,298 shares

    5.91% of the 13F portfolio, value $14,213,142.

    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 134,117 shares
    Change vs previous 13F +4,967 shares

    6.09% of the 13F portfolio, value $13,175,677.

    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 129,150 shares
    Change vs previous 13F +6,705 shares

    6.31% of the 13F portfolio, value $11,821,076.

    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 122,445 shares
    Change vs previous 13F +3,684 shares

    6.34% of the 13F portfolio, value $12,057,182.

    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 118,761 shares
    Change vs previous 13F +1,523 shares

    6.57% of the 13F portfolio, value $12,182,479.

    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 117,238 shares
    Change vs previous 13F +4,184 shares

    6.31% of the 13F portfolio, value $11,375,604.

    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 113,054 shares
    Change vs previous 13F +3,255 shares

    7.38% of the 13F portfolio, value $12,441,586.

    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 109,799 shares
    Change vs previous 13F not available

    6.65% of the 13F portfolio, value $9,740,285.

    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).