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Mascoma Wealth Management LLC: ESGU position timeline

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

Mascoma Wealth Management LLC held 37,403 ESGU 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 37,403 shares
    Change vs previous 13F +2,326 shares

    1.14% of the 13F portfolio, value $6,121,749.

    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 35,077 shares
    Change vs previous 13F +2,566 shares

    1.03% of the 13F portfolio, value $4,960,589.

    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 32,511 shares
    Change vs previous 13F +689 shares

    1.04% of the 13F portfolio, value $4,843,489.

    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 31,822 shares
    Change vs previous 13F +597 shares

    1.02% of the 13F portfolio, value $4,633,283.

    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 31,225 shares
    Change vs previous 13F +2,541 shares

    0.98% of the 13F portfolio, value $4,224,743.

    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 28,684 shares
    Change vs previous 13F +26,617 shares

    0.87% of the 13F portfolio, value $3,496,866.

    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 2,067 shares
    Change vs previous 13F -2,400 shares

    0.07% of the 13F portfolio, value $266,271.

    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 4,467 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $563,646.

    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).