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MCCARTER PRIVATE WEALTH SERVICES LLC: MA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MCCARTER PRIVATE WEALTH SERVICES LLC on MA, newest first. How the timeline and the estimate are built.

MCCARTER PRIVATE WEALTH SERVICES LLC held 10,810 MA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,810 shares
    Change vs previous 13F -63 shares

    1.92% of the 13F portfolio, value $5,552,016.

    13F-HR 0001172661-26-003080 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,873 shares
    Change vs previous 13F -240 shares

    2.36% of the 13F portfolio, value $5,432,804.

    13F-HR 0001172661-26-001994 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,113 shares
    Change vs previous 13F -130 shares

    2.85% of the 13F portfolio, value $6,344,189.

    13F-HR 0001172661-26-000588 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,243 shares
    Change vs previous 13F -518 shares

    3.28% of the 13F portfolio, value $6,395,131.

    13F-HR 0001172661-25-004381 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,761 shares
    Change vs previous 13F -939 shares

    3.78% of the 13F portfolio, value $6,608,976.

    13F-HR 0001172661-25-002869 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,700 shares
    Change vs previous 13F -394 shares

    4.56% of the 13F portfolio, value $6,961,124.

    13F-HR 0001172661-25-001841 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,094 shares
    Change vs previous 13F -425 shares

    4.37% of the 13F portfolio, value $6,894,908.

    13F-HR 0001172661-25-001065 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,519 shares
    Change vs previous 13F not available

    4.22% of the 13F portfolio, value $6,675,682.

    13F-HR 0001172661-24-005338 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).