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Mascoma Wealth Management LLC: FBND position timeline

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

Mascoma Wealth Management LLC held 801,959 FBND 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 801,959 shares
    Change vs previous 13F +35,757 shares

    6.76% of the 13F portfolio, value $36,481,101.

    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 766,202 shares
    Change vs previous 13F -16,582 shares

    7.22% of the 13F portfolio, value $34,954,156.

    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 782,784 shares
    Change vs previous 13F +34,872 shares

    7.73% of the 13F portfolio, value $36,039,353.

    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 747,912 shares
    Change vs previous 13F +9,062 shares

    7.62% of the 13F portfolio, value $34,583,438.

    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 738,850 shares
    Change vs previous 13F +26,983 shares

    7.85% of the 13F portfolio, value $33,802,375.

    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 711,867 shares
    Change vs previous 13F +58,665 shares

    8.1% of the 13F portfolio, value $32,496,718.

    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 653,202 shares
    Change vs previous 13F +26,557 shares

    7.36% of the 13F portfolio, value $29,309,169.

    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 626,645 shares
    Change vs previous 13F not available

    7.29% of the 13F portfolio, value $29,289,372.

    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).