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Mascoma Wealth Management LLC: DSI position timeline

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

Mascoma Wealth Management LLC held 76,421 DSI 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 76,421 shares
    Change vs previous 13F +3,941 shares

    2.02% of the 13F portfolio, value $10,881,602.

    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 72,480 shares
    Change vs previous 13F -6,749 shares

    1.82% of the 13F portfolio, value $8,783,839.

    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 79,229 shares
    Change vs previous 13F +882 shares

    2.19% of the 13F portfolio, value $10,207,025.

    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 78,347 shares
    Change vs previous 13F -1,685 shares

    2.17% of the 13F portfolio, value $9,867,848.

    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 80,032 shares
    Change vs previous 13F -2,674 shares

    2.16% of the 13F portfolio, value $9,296,493.

    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 82,706 shares
    Change vs previous 13F -16,399 shares

    2.11% of the 13F portfolio, value $8,469,956.

    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 99,105 shares
    Change vs previous 13F -4,682 shares

    2.74% of the 13F portfolio, value $10,926,306.

    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 103,787 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $11,290,965.

    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).