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Mascoma Wealth Management LLC: IUSG position timeline

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

Mascoma Wealth Management LLC held 91,744 IUSG 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 91,744 shares
    Change vs previous 13F +561 shares

    3.2% of the 13F portfolio, value $17,256,081.

    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 91,183 shares
    Change vs previous 13F -28,648 shares

    2.92% of the 13F portfolio, value $14,143,347.

    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 119,831 shares
    Change vs previous 13F -2,738 shares

    4.32% of the 13F portfolio, value $20,124,394.

    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 122,569 shares
    Change vs previous 13F -2,803 shares

    4.45% of the 13F portfolio, value $20,167,572.

    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 125,372 shares
    Change vs previous 13F -24,940 shares

    4.38% of the 13F portfolio, value $18,855,903.

    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 150,312 shares
    Change vs previous 13F -25,057 shares

    4.76% of the 13F portfolio, value $19,101,626.

    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 175,369 shares
    Change vs previous 13F -6,837 shares

    6.14% of the 13F portfolio, value $24,437,604.

    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 182,206 shares
    Change vs previous 13F not available

    5.98% of the 13F portfolio, value $24,034,824.

    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).