Mascoma Wealth Management LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mascoma Wealth Management LLC on PG, newest first. How the timeline and the estimate are built.
Mascoma Wealth Management LLC held 1,233 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 1,233 sharesChange vs previous 13F +6 shares
0.03% of the 13F portfolio, value $180,807.
13F-HR 0001695664-26-000003 filed by Mascoma Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,227 sharesChange vs previous 13F -2 shares
0.04% of the 13F portfolio, value $177,228.
13F-HR 0001695664-26-000002 filed by Mascoma Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,229 sharesChange vs previous 13F -599 shares
0.04% of the 13F portfolio, value $176,128.
13F-HR 0001695664-26-000001 filed by Mascoma Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,828 sharesChange vs previous 13F -228 shares
0.06% of the 13F portfolio, value $280,872.
13F-HR 0001695664-25-000006 filed by Mascoma Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,056 sharesChange vs previous 13F -69 shares
0.08% of the 13F portfolio, value $327,562.
13F-HR 0001695664-25-000003 filed by Mascoma Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,125 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $362,143.
13F-HR 0001695664-25-000002 filed by Mascoma Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,125 sharesChange vs previous 13F +69 shares
0.09% of the 13F portfolio, value $356,256.
13F-HR 0001695664-25-000001 filed by Mascoma Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,056 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $356,099.
13F-HR 0001695664-24-000006 filed by Mascoma Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).