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Mascoma Wealth Management LLC: EAGG position timeline

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

Mascoma Wealth Management LLC held 143,276 EAGG 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 143,276 shares
    Change vs previous 13F +2,628 shares

    1.26% of the 13F portfolio, value $6,792,735.

    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 140,648 shares
    Change vs previous 13F +6,704 shares

    1.38% of the 13F portfolio, value $6,687,804.

    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 133,944 shares
    Change vs previous 13F +3,121 shares

    1.37% of the 13F portfolio, value $6,409,218.

    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 130,823 shares
    Change vs previous 13F -9,985 shares

    1.38% of the 13F portfolio, value $6,283,417.

    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 140,808 shares
    Change vs previous 13F -2,313 shares

    1.55% of the 13F portfolio, value $6,694,016.

    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 143,121 shares
    Change vs previous 13F -19,501 shares

    1.69% of the 13F portfolio, value $6,795,365.

    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 162,622 shares
    Change vs previous 13F -1,763 shares

    1.9% of the 13F portfolio, value $7,552,146.

    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 164,385 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $7,987,491.

    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).