Position in IR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,268,335
+$62,952 QoQ
Shares Held
27,666
+0.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#280
of 885 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Massachusetts Wealth Management holds $17,913,566 across 5 Specialty Industrial Machinery names. IR ranks #4 (12.7% of the industry book) .
All Filings in IR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,268,335 | 27,666 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,205,383 | 27,526 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,176,173 | 27,470 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,274,776 | 27,533 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,302,671 | 27,683 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,219,952 | 27,739 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,554,861 | 28,243 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,772,332 | 28,243 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,542,884 | 27,993 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,669,804 | 28,118 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,128,242 | 27,518 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,611,032 | 25,283 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,666,026 | 25,490 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,429,017 | 24,562 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,258,180 | 24,080 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||