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Mascoma Wealth Management LLC: SHV position timeline

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

Mascoma Wealth Management LLC held 144,244 SHV 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 144,244 shares
    Change vs previous 13F +3,782 shares

    2.95% of the 13F portfolio, value $15,917,293.

    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 140,462 shares
    Change vs previous 13F -54,302 shares

    3.2% of the 13F portfolio, value $15,505,643.

    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 194,764 shares
    Change vs previous 13F +6,175 shares

    4.6% of the 13F portfolio, value $21,453,240.

    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 188,589 shares
    Change vs previous 13F +1,453 shares

    4.59% of the 13F portfolio, value $20,837,211.

    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 187,136 shares
    Change vs previous 13F +4,761 shares

    4.8% of the 13F portfolio, value $20,663,538.

    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 182,375 shares
    Change vs previous 13F +2,125 shares

    5.02% of the 13F portfolio, value $20,145,186.

    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 180,250 shares
    Change vs previous 13F -4,458 shares

    4.98% of the 13F portfolio, value $19,847,382.

    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 184,708 shares
    Change vs previous 13F not available

    5.09% of the 13F portfolio, value $20,434,195.

    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).