Skip to content

Mascoma Wealth Management LLC: SPSB position timeline

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

Mascoma Wealth Management LLC held 124,675 SPSB 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 124,675 shares
    Change vs previous 13F +4 shares

    0.69% of the 13F portfolio, value $3,741,498.

    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 124,671 shares
    Change vs previous 13F +46,405 shares

    0.77% of the 13F portfolio, value $3,748,870.

    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 78,266 shares
    Change vs previous 13F -342 shares

    0.51% of the 13F portfolio, value $2,363,622.

    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 78,608 shares
    Change vs previous 13F -1,067 shares

    0.52% of the 13F portfolio, value $2,381,032.

    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 79,675 shares
    Change vs previous 13F -344 shares

    0.56% of the 13F portfolio, value $2,405,375.

    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 80,019 shares
    Change vs previous 13F -781 shares

    0.6% of the 13F portfolio, value $2,408,577.

    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 80,800 shares
    Change vs previous 13F -699 shares

    0.61% of the 13F portfolio, value $2,412,690.

    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 81,499 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,467,786.

    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).