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Disclosery

Mascoma Wealth Management LLC: FDRR position timeline

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

Mascoma Wealth Management LLC held 4,465 FDRR 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 4,465 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $289,679.

    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 4,451 shares
    Change vs previous 13F +13 shares

    0.05% of the 13F portfolio, value $261,745.

    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 4,438 shares
    Change vs previous 13F -239 shares

    0.06% of the 13F portfolio, value $270,826.

    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 4,677 shares
    Change vs previous 13F +12 shares

    0.06% of the 13F portfolio, value $274,143.

    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 4,665 shares
    Change vs previous 13F -2,484 shares

    0.06% of the 13F portfolio, value $252,982.

    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 7,149 shares
    Change vs previous 13F -543 shares

    0.09% of the 13F portfolio, value $357,085.

    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 7,692 shares
    Change vs previous 13F -2,441 shares

    0.1% of the 13F portfolio, value $395,186.

    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 10,133 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $521,831.

    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).