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Disclosery

Mascoma Wealth Management LLC: JCI position timeline

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

Mascoma Wealth Management LLC held 48 JCI 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 48 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,013.

    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 48 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $6,286.

    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 49 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $5,868.

    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 33 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,628.

    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 33 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,485.

    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 33 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,644.

    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 33 shares
    Change vs previous 13F -54 shares

    <0.01% of the 13F portfolio, value $2,605.

    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 87 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,752.

    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).