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Mascoma Wealth Management LLC: FDVV position timeline

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

Mascoma Wealth Management LLC held 21,733 FDVV 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 21,733 shares
    Change vs previous 13F -5,894 shares

    0.24% of the 13F portfolio, value $1,310,308.

    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 27,627 shares
    Change vs previous 13F -4,019 shares

    0.32% of the 13F portfolio, value $1,526,093.

    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 31,646 shares
    Change vs previous 13F -3,123 shares

    0.38% of the 13F portfolio, value $1,793,986.

    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 34,769 shares
    Change vs previous 13F -6,358 shares

    0.43% of the 13F portfolio, value $1,936,998.

    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 41,127 shares
    Change vs previous 13F -9,528 shares

    0.5% of the 13F portfolio, value $2,139,421.

    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 50,655 shares
    Change vs previous 13F -259,969 shares

    0.63% of the 13F portfolio, value $2,512,486.

    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 310,624 shares
    Change vs previous 13F +8,286 shares

    3.9% of the 13F portfolio, value $15,512,580.

    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 302,338 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $15,313,395.

    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).