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Mascoma Wealth Management LLC: JIRE position timeline

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

Mascoma Wealth Management LLC held 226,552 JIRE 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 226,552 shares
    Change vs previous 13F +12,573 shares

    3.47% of the 13F portfolio, value $18,688,282.

    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 213,979 shares
    Change vs previous 13F +37,359 shares

    3.35% of the 13F portfolio, value $16,206,800.

    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 176,620 shares
    Change vs previous 13F +4,785 shares

    2.84% of the 13F portfolio, value $13,225,329.

    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 171,835 shares
    Change vs previous 13F +7,690 shares

    2.79% of the 13F portfolio, value $12,636,727.

    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 164,145 shares
    Change vs previous 13F +11,173 shares

    2.7% of the 13F portfolio, value $11,616,520.

    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 152,972 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $9,747,358.

    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).