Skip to content
Disclosery

Mascoma Wealth Management LLC: SPEM position timeline

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

Mascoma Wealth Management LLC held 129,469 SPEM 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 129,469 shares
    Change vs previous 13F +2,969 shares

    1.24% of the 13F portfolio, value $6,703,908.

    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 126,500 shares
    Change vs previous 13F +3,480 shares

    1.23% of the 13F portfolio, value $5,934,119.

    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 123,020 shares
    Change vs previous 13F +3,098 shares

    1.23% of the 13F portfolio, value $5,758,571.

    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 119,922 shares
    Change vs previous 13F +5,233 shares

    1.24% of the 13F portfolio, value $5,613,569.

    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 114,689 shares
    Change vs previous 13F +3,523 shares

    1.14% of the 13F portfolio, value $4,901,828.

    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 111,166 shares
    Change vs previous 13F +7,214 shares

    1.09% of the 13F portfolio, value $4,376,618.

    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 103,952 shares
    Change vs previous 13F -1,603 shares

    1% of the 13F portfolio, value $3,988,651.

    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 105,555 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $4,357,303.

    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).