Filer Snapshot

MassMutual Private Wealth & Trust, FSB

CIK 0001103653. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

55

Latest Filing

13 Apr 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Source: SEC Form 13F

13F-HR filed on 13 Apr 2026 for CIK 0001103653.

View Source Filing
Business address
200 Great Pond Drive, Suite 150, Windsor, CT, 06095
Top securities (13F)
NVDA, AAPL, VO, MSFT, VEA, AMZN, GOOGL, JPM, AVGO, GOOG, CVX, EFA, META, DFAS, IJH, JNJ, V, WMT, BRKB, and RTX
Fiscal year end
31 December
Former names
MASSMUTUAL TRUST CO FSB/ADV (to 02 Oct 2024), MASSMUTUAL TRUST CO FSB /ADV (to 17 May 2004)

Filer intelligence

What SEC filings say about MassMutual Private Wealth & Trust, FSB

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $3.67B across 2,388 reported holdings for Q1 2026.
  • Largest parsed 13F holding: NVDA at $171.85M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 2,388 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 13 Apr 2026

NVDA

4.7%

NVIDIA Corp

$171.85M

AAPL

4.6%

Apple Inc

$170.28M

VO

4%

Vanguard Mid-Cap ETF

$147.72M

MSFT

3.7%

Microsoft Corp

$136.65M

VEA

2.7%

Vanguard FTSE Developed Markets ETF

$99.62M

Latest update

What changed recently for MassMutual Private Wealth & Trust, FSB

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 13 Apr 2026.

Benchmark Context

Benchmark context for this company

MassMutual Private Wealth & Trust, FSB has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Filer Overview

MassMutual Private Wealth & Trust, FSB has filed 55 SEC EDGAR filings since 06 Aug 2003. Common forms include 13F-HR, N-PX, 13F-HR/A, ADV-E.

Latest Filings

Recent SEC filings for MassMutual Private Wealth & Trust, FSB with direct links to document and filing folders.

13F-HR File 028-15866

13F-HR filing

Filing date
13 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
07 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
22 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
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N-PX File 028-15866

N-PX filing

Filing date
30 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
09 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
01 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
16 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
02 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-15866

N-PX filing

Filing date
23 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
02 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
09 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
03 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
04 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
02 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
11 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
06 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
07 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
07 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
08 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
09 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
12 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
16 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
17 May 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
16 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
13 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
13 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
15 May 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
15 May 2020
Reporting date
31 Mar 2020
SEC evidence
Open document Open filing
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13F-HR File 028-15866

13F-HR filing

Filing date
14 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
14 Aug 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
15 May 2019
Reporting date
31 Mar 2019
SEC evidence
Open document Open filing
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13F-HR File 028-15866

13F-HR filing

Filing date
26 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
09 Nov 2018
Reporting date
30 Sep 2018
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
20 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
21 May 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
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13F-HR/A File 028-15866

13F-HR/A filing

Filing date
01 Mar 2018
Reporting date
31 Dec 2017
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
21 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
13 Feb 2018
Reporting date
30 Sep 2017
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
14 Aug 2017
Reporting date
30 Jun 2017
SEC evidence
Open document Open filing
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13F-HR File 028-15866

13F-HR filing

Filing date
02 May 2017
Reporting date
31 Mar 2017
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
13 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
10 Aug 2016
Reporting date
30 Jun 2016
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
10 May 2016
Reporting date
31 Mar 2016
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
12 Feb 2016
Reporting date
31 Dec 2015
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
04 Nov 2015
Reporting date
30 Sep 2015
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
29 Jul 2015
Reporting date
30 Jun 2015
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
11 May 2015
Reporting date
31 Mar 2015
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
05 Feb 2015
Reporting date
31 Dec 2014
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
04 Nov 2014
Reporting date
30 Sep 2014
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
09 Jul 2014
Reporting date
30 Jun 2014
SEC evidence
Open document Open filing
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13F-HR File 028-15866

13F-HR filing

Filing date
15 May 2014
Reporting date
31 Mar 2014
SEC evidence
Open document Open filing
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13F-HR/A File 028-15866

13F-HR/A filing

Filing date
14 Feb 2014
Reporting date
31 Dec 2013
SEC evidence
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13F-HR File 028-15866

13F-HR filing

Filing date
13 Feb 2014
Reporting date
31 Dec 2013
SEC evidence
Open document Open filing
Next action
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About this filer

MassMutual Private Wealth & Trust, FSB files with the SEC under CIK 0001103653. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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