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Disclosery

Mascoma Wealth Management LLC: FHLC position timeline

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

Mascoma Wealth Management LLC held 5,478 FHLC 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 5,478 shares
    Change vs previous 13F -1,063 shares

    0.08% of the 13F portfolio, value $423,198.

    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 6,541 shares
    Change vs previous 13F +5 shares

    0.1% of the 13F portfolio, value $460,258.

    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 6,536 shares
    Change vs previous 13F -304 shares

    0.1% of the 13F portfolio, value $485,508.

    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 6,840 shares
    Change vs previous 13F -130 shares

    0.1% of the 13F portfolio, value $457,414.

    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 6,970 shares
    Change vs previous 13F -2,064 shares

    0.1% of the 13F portfolio, value $445,740.

    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 9,034 shares
    Change vs previous 13F -542 shares

    0.15% of the 13F portfolio, value $617,177.

    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 9,576 shares
    Change vs previous 13F -6,031 shares

    0.16% of the 13F portfolio, value $625,817.

    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 15,607 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,136,221.

    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).