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Mascoma Wealth Management LLC: JCPB position timeline

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

Mascoma Wealth Management LLC held 600,244 JCPB 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 600,244 shares
    Change vs previous 13F +38,873 shares

    5.22% of the 13F portfolio, value $28,175,451.

    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 561,371 shares
    Change vs previous 13F +72,416 shares

    5.46% of the 13F portfolio, value $26,429,364.

    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 488,955 shares
    Change vs previous 13F +26,494 shares

    4.96% of the 13F portfolio, value $23,152,001.

    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 462,461 shares
    Change vs previous 13F +3,417 shares

    4.85% of the 13F portfolio, value $21,990,032.

    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 459,044 shares
    Change vs previous 13F +110,713 shares

    5.02% of the 13F portfolio, value $21,602,611.

    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 348,331 shares
    Change vs previous 13F +20,405 shares

    4.08% of the 13F portfolio, value $16,385,506.

    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 327,926 shares
    Change vs previous 13F +8,764 shares

    3.79% of the 13F portfolio, value $15,107,554.

    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 319,162 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $15,396,398.

    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).