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Mascoma Wealth Management LLC: MSFT position timeline

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

Mascoma Wealth Management LLC held 7,688 MSFT 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 7,688 shares
    Change vs previous 13F -111 shares

    0.53% of the 13F portfolio, value $2,867,661.

    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 7,799 shares
    Change vs previous 13F -294 shares

    0.6% of the 13F portfolio, value $2,886,840.

    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 8,093 shares
    Change vs previous 13F -24 shares

    0.84% of the 13F portfolio, value $3,913,785.

    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 8,117 shares
    Change vs previous 13F +12 shares

    0.93% of the 13F portfolio, value $4,204,220.

    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 8,105 shares
    Change vs previous 13F -848 shares

    0.94% of the 13F portfolio, value $4,031,527.

    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 8,953 shares
    Change vs previous 13F +470 shares

    0.84% of the 13F portfolio, value $3,360,881.

    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 8,483 shares
    Change vs previous 13F +1,785 shares

    0.9% of the 13F portfolio, value $3,575,601.

    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 6,698 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,882,166.

    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).