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Mascoma Wealth Management LLC: SGOV position timeline

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

Mascoma Wealth Management LLC held 143,476 SGOV 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 143,476 shares
    Change vs previous 13F +501 shares

    2.68% of the 13F portfolio, value $14,443,729.

    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 142,975 shares
    Change vs previous 13F +57,790 shares

    2.97% of the 13F portfolio, value $14,391,864.

    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 85,185 shares
    Change vs previous 13F -290 shares

    1.83% of the 13F portfolio, value $8,550,870.

    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 85,475 shares
    Change vs previous 13F +3,207 shares

    1.9% of the 13F portfolio, value $8,607,333.

    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 82,268 shares
    Change vs previous 13F -2,670 shares

    1.92% of the 13F portfolio, value $8,283,565.

    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 84,938 shares
    Change vs previous 13F -6,688 shares

    2.13% of the 13F portfolio, value $8,550,708.

    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 91,626 shares
    Change vs previous 13F -409 shares

    2.31% of the 13F portfolio, value $9,191,920.

    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 92,035 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $9,269,765.

    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).