Skip to content
Disclosery

Mascoma Wealth Management LLC: AGG position timeline

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

Mascoma Wealth Management LLC held 539,593 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 539,593 shares
    Change vs previous 13F +32,538 shares

    9.9% of the 13F portfolio, value $53,408,941.

    13F-HR 0001695664-26-000003 filed by Mascoma Wealth Management 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 507,055 shares
    Change vs previous 13F -6,853 shares

    10.4% of the 13F portfolio, value $50,335,320.

    13F-HR 0001695664-26-000002 filed by Mascoma Wealth Management 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 513,908 shares
    Change vs previous 13F +18,195 shares

    11.01% of the 13F portfolio, value $51,329,097.

    13F-HR 0001695664-26-000001 filed by Mascoma Wealth Management 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 495,713 shares
    Change vs previous 13F +6,457 shares

    10.95% of the 13F portfolio, value $49,695,238.

    13F-HR 0001695664-25-000006 filed by Mascoma Wealth Management 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 489,256 shares
    Change vs previous 13F +14,328 shares

    11.27% of the 13F portfolio, value $48,534,212.

    13F-HR 0001695664-25-000003 filed by Mascoma Wealth Management 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 474,928 shares
    Change vs previous 13F +31,299 shares

    11.7% of the 13F portfolio, value $46,979,911.

    13F-HR 0001695664-25-000002 filed by Mascoma Wealth Management 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 443,629 shares
    Change vs previous 13F +22,419 shares

    10.8% of the 13F portfolio, value $42,987,692.

    13F-HR 0001695664-25-000001 filed by Mascoma Wealth Management 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 421,210 shares
    Change vs previous 13F not available

    10.62% of the 13F portfolio, value $42,655,945.

    13F-HR 0001695664-24-000006 filed by Mascoma Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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