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Mascoma Wealth Management LLC: ESGD position timeline

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

Mascoma Wealth Management LLC held 78,697 ESGD 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 78,697 shares
    Change vs previous 13F +5,548 shares

    1.5% of the 13F portfolio, value $8,090,859.

    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 73,149 shares
    Change vs previous 13F +5,493 shares

    1.45% of the 13F portfolio, value $6,994,526.

    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 67,656 shares
    Change vs previous 13F +892 shares

    1.38% of the 13F portfolio, value $6,433,428.

    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 66,764 shares
    Change vs previous 13F +1,697 shares

    1.37% of the 13F portfolio, value $6,207,735.

    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 65,067 shares
    Change vs previous 13F +5,393 shares

    1.35% of the 13F portfolio, value $5,805,295.

    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 59,674 shares
    Change vs previous 13F -13,843 shares

    1.21% of the 13F portfolio, value $4,874,785.

    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 73,517 shares
    Change vs previous 13F +4,223 shares

    1.41% of the 13F portfolio, value $5,597,599.

    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 69,294 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $5,832,476.

    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).