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Disclosery

Monterey Private Wealth, Inc.: HSY position timeline

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

Monterey Private Wealth, Inc. held 1,732 HSY shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 1,732 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $296,224.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 1,732 shares
    Change vs previous 13F -40 shares

    0.1% of the 13F portfolio, value $293,314.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 1,772 shares
    Change vs previous 13F -3 shares

    0.12% of the 13F portfolio, value $339,834.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 1,775 shares
    Change vs previous 13F +3 shares

    0.12% of the 13F portfolio, value $326,298.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 1,772 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $344,654.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 1,772 shares
    Change vs previous 13F +14 shares

    0.15% of the 13F portfolio, value $330,372.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 1,758 shares
    Change vs previous 13F -34 shares

    0.18% of the 13F portfolio, value $351,741.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 1,792 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $447,462.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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